- Financial Services
- Board Members
A Fortune Will Flow Through Your Hands.
What Will You Have To Show For It?
Visit our Investment Representative for a complimentary consultation.
Jeffrey R. Holley, Financial Advisor
Detalus Advisors: (800) 595-1814 ext. 409
Jeff Holley works alongside clients to help identify and achieve their financial goals. He conducts and distributes investment research throughout the firm, is a co-manager of the Conservative Equity Strategy, and serves on Detalus' Investment Committee. In addition to his advisory-based roles, Jeff executes trades, maintains option orders, monitors the overall client allocation process, and writes investment commentary on behalf of the firm.
Prior to joining Detalus in 2013, Jeff 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.
Jeff earned a Bachelor of Science degree in Business Administration
from the University of Missouri – Columbia. He holds Series 7 and 66
licenses from FINRA and is currently a Level II candidate in the CFA
program. Jeff is an active member of Marian Middle School's Young
Friends Committee and Finance Committee.
We do not have our own family of investments.
Therefore, our advice to you is independent and unbiased.
We do not place your investments into preconceived allocations.
Therefore, your portfolio is customized based on your unique circumstances.
Your account is actively and continuously monitored.
Therefore, you won't become concerned that we are not always paying attention.
We service all relationships personally.
Therefore, we do not employ a call-center under any circumstances.
We provide comprehensive Investment Management services.
Therefore, your current financial situation, needs and goals are fully understood before we recommend individual strategies to help you reach your goals.
Securities offered through Detalus Securities, LLC, Member FINRA/SIPC. Advisory services offered through Detalus Advisors, LLC . F&M Bank and F&M Financial Services are not affiliated with Detalus Securities, Detalus Advisors or its affiliates. All securities, advisory services and insurance products offered by Detalus Securities and/or Detalus Advisors are (a) not insured by the FDIC or any other government agency, (b) not a deposits or obligation of the Bank, (c) not guaranteed by the Bank; and (d) subject to investment risks, including possible loss of principal invested.