Jerry Duane Holdsworth

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

• 05/2009 → Present
  Wells Fargo Advisors Financial Network Llc
  Lincoln, NE

Previous Registrations

• 1999-09-17 → 2009-04-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, NE
  Lincoln, NE

Other Businesses

4-PLEX RENTAL PROPERTY; INV RELATED; LINCOLN, NE; RENTAL PROPERTY; OWNER; START 3/1998; 2 HRS MONTH; NONE DURING TRADING HOURS. RENTAL PROPERTY; INV RELATED; LINCOLN, NE; 100% OWNERSHIP; START 6/2013; 2 HOURS PER MONTH; 0 DURING TRADING; DUTIES ARE LANDLORD. HOLDSWORTH HIDEWAY LLC, NOT INV. RELATED, LINCOLN, NE, 100% OWNERSHIP, START 8/1/2017, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, 10 ACRES AND OUTBUILDING OF FAMILY LAND. ARBOR WEALTH MANAGEMENT INC, INVT RELATED, LINCOLN, NE, 50% OWNERSHIP, START DATE 10/19/2023, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  1999-08-28

Other Names

• Jerry D Holdsworth