Holden Matthew Ferguson

Employer firm

Callais Capital Management, LLC CRD 226511

$55.4M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 09/2019 → 03/2021
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 09/2019 → 03/2021
  J.P. Morgan Securities Llc.
  New Orleans, LA
• 08/2014 → 08/2018
  University Of Tennessee, Knoxville
  Knoxville, TN
• 08/2018 → 01/2019
  Chaffe Mccall, Llp
  New Orleans, LA
• 01/2019 → 08/2019
  Atlantic Capital Bank
  Atlanta, GA
• 03/2021 → Present
  Capital One N.A.
  New Orleans, LA

Previous Registrations

• 2020-01-23 → 2021-03-08
  J.P. Morgan Securities Llc
  New Orleans, LA

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17

Other Names

• Holden Ferguson