Profiel
Mr. Jeffrey R.
Holley is a Partner at Detalus Advisors LLC.
He works alongside clients to help identify and achieve their financial goals.
He conducts investment research and serves on Detalus’ Investment Committee.
In addition to his advisory-based roles, he executes trades, maintains option orders, monitors the overall client allocation process.
He is an active member of Marian Middle School’s Young Friends Committee and Finance Committee.
Prior to joining Detalus in 2013, Mr. Holley worked at Edward Jones where he most recently served as an Equities Investment Specialist, primarily involved in conducting research and providing solutions to Financial Advisors.
Mr. Holley earned a Bachelor of Science degree in Business Administration from the University of Missouri – Columbia.
Actieve functies van Jeff Holley
Bedrijven | Functie | Begin |
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Detalus Advisors LLC
Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Analyst-Equity | 01-01-2013 |
Opleiding van Jeff Holley
University of Missouri | Undergraduate Degree |
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Detalus Advisors LLC
Detalus Advisors LLC Investment ManagersFinance Detalus Advisors LLC (Detalus) is an independent registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Steven Rull and Joseph Garea in 2001 as Hancock Investment Advisors LLC. They were formerly owned by Manchester Holdings, Inc. Detalus provides financial advisory services to individuals, families, businesses, and nonprofit organizations. | Finance |