Jeffrey R Holley

Detalus Advisors, LLC

16 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment Management

Detalus Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

646 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$928.4M

Fee Structure

Minimum Investment:$2.5K

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.01%

Adviser may waive or reduce the Program Fee for certain clients.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

383 Marshall Avenue, St. Louis, MO, 63119

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Jeffrey is a licensed insurance representative of Detalus Insurance Services, LLC since 2016, an insurance company wholly-owned by Detalus Advisors, LLC. He can offer or recommend insurance and insurance-related investment products for which he may receive separate compensation.

Employment History

Current Registrations

Detalus Advisors, LLC

September 2013 - Present · 12 yrs 5 mos

Previous Registrations

Detalus Securities, LLCBroker

March 2013 - October 2020 · 7 yrs 7 mos

Edward Jones

July 2009 - March 2013 · 3 yrs 8 mos

Edward JonesBroker

June 2009 - March 2013 · 3 yrs 9 mos

State Registrations2 states

MOTX

Advisor

Exams

No exam information available for this advisor.