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JH
JH
Jeffrey Macdonald Holt
Financial Management Network INC
34 Years of Experience
1 Disclosure
Broker
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
High Net Worth
Financial Management Network INC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,334 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.8B
Fee Structure
Minimum Investment:
$50K
Investment Management
Planning
Minimum Annual Fee:
$1,000
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Location
26041 Acero, Mission Viejo, CA, 92691
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Employment Separation After Allegations
March 1988
View Full SEC Report
How to Read Disclosures
Other Business Activities
Sells Insurance
Jeffrey is licensed to sell life insurance.
Employment History
Current Registrations
Financial Management Network INC
November 2009 - Present · 16 yrs 3 mos
Fmn Capital Corporation
Broker
October 2009 - Present · 16 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - October 2003 · 6 yrs 3 mos
Citigroup Global Markets INC.
Broker
March 1988 - October 2003 · 15 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Broker
February 1985 - March 1988 · 3 yrs 1 mo
State Registrations
8 states
AZ
CA
GA
ID
NC
OR
TN
TX
Advisor
Broker
Both
Exams
No exam information available for this advisor.