Jeffrey Holtmeier

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Washington, MO
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Washington, MO
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Washington, MO

Previous Registrations

• 2016-09-12 → 2022-09-09
  Wells Fargo Clearing Services, Llc
  Washington, MO
• 2015-06-01 → 2016-07-02
  Investment Professionals, Inc.
  San Antonio, TX
  Washington, MO
• 2014-03-17 → 2015-05-22
  Edward Jones
  Maryland Heights, MO
  Maryland Heights, MO
  Eureka, MO

Other Businesses

PILOT CAPITAL, LLC; INV RELATED; WASHINGTON, MO; 100% OWNERSHIP; START 06/03/2022; 160 HRS/MONTH; 7 HRS DURING TRADING; FINET PRACTICE. L905 LLC; INV RELATED; WASHINGTON, MO; 30% OWNERSHIP; START 6/3/2022; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; FINET PRACTICE. FINTERIS EAST, LLC; INV. RELATED; WASHINGTON,MO; 20% OWNERSHIP; START DATE 06/03/2022; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 5; FINET PRACTICE. 1301 LANDMARK, LLC; INV. RELATED; WASHINGTON,MO; 25% OWNERSHIP; START DATE 03/06/2023; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-14

Other Names

• Jeffrey Freeman Holtmeier