Jeffrey Scott Holtzclaw

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 11/2016
  Dorsey & Company Inc.
  New Orleans, LA
• 12/2016 → 06/2019
  Jpmorgan Securities Llc
  Metairie, LA
• 12/2016 → 06/2019
  Jpmorgan Chase Bank
  Metairie, LA
• 11/2015 → 11/2016
  Uber
  New Orleans, LA
• 06/2019 → Present
  Hancock Whitney Bank
  Kenner, LA
• 06/2019 → 08/2022
  Hancock Whitney Investment Services, Inc.
  Kenner, LA
• 08/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  Kenner, LA

Previous Registrations

• 2019-06-13 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  Kenner, LA
  New Orleans, LA
• 2016-12-22 → 2019-06-18
  J.P. Morgan Securities Llc
  Metairie, LA
• 2009-06-04 → 2016-11-16
  Dorsey & Company, Inc.
  New Orleans, LA
  New Orleans, LA

Exams

• S66 Uniform Combined State Law Examination
  2000-09-18

Other Names

• Jeffrey S Holtzclaw