Jeffrey
Holmes
F/M Investments LLC
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About this Advisor
Jeffrey Holmes is a financial advisor based in Washington, District of Columbia, working with F/M Investments LLC. Jeffrey has previously held positions at Ziegler Capital Management, LLC and F/M Investments LLC. Jeffrey has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Jeffrey is part of F/M Investments LLC, which operates out of Washington, District of Columbia. The firm has 8 offices and 67 employees. The firm manages assets totaling $12.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at F/M Investments LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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F/M Investments LLC Brokerage Details
$12,845,275,039
67
3,530
$3,638,888
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Holmes Work History
F/M Investments LLC
Ziegler Capital Management, LLC
Disclosures
Please visit the SEC profile of Jeffrey Holmes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at F/M Investments LLC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Washington, DC
Saint Louis, MO
Milwaukee, WI
Milwaukee, WI
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