Zachary Preston Holtzman

Current Employers

Employment History

• 08/2008 → 05/2018
  Edward Jones
  St. Louis, MO
• 05/2008 → Present
  Raymond James Financial Services, Inc.
  Lubbock, TX
• 05/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Lubbock, TX
• 12/2021 → 12/2022
  Holtzman Wealth Holdings, Llc
  Lubbock, TX
• 03/2023 → Present
  Oak Crest Advisors
  Lubbock, TX
• 05/2018 → Present
  Holtzman Wealth Strategies, Llc
  Lubbock, TX

Previous Registrations

• 2008-12-02 → 2018-05-23
  Edward Jones
  Lubbock, TX
  Lubbock, TX
  Lubbock, TX
  St Louis, MO

Other Businesses

(1)Name of Business: Holtzman Wealth Strategies, LLC Address: 4412 74th St, Ste D-100, Lubbock, TX, 79424, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/17/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I advise clients with their investments for retirement, education and goal planning via Raymond James. (2)Name of Business: Oak Crest Advisors Address: 4412 74th St, Lubbock, TX, 79424-2328, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/13/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have affiliated with Oak Crest Advisors as an OSJ through Raymond James. (3)Name of Business: Oak Crest Insurance Agency Address: 4412 74th St Ste D100, Lubbock, TX, 79424-2308, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/04/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent

Exams

• S66 Uniform Combined State Law Examination
  2008-10-29

Other Names

• Zachary Holtzman