Jeffrey
Holmes

F/M Investments LLC

CRD#1407990
Investment Advisor
in Washington, DC

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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

Series 63, Series 66, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3050 K. St Nw Suite 201
Washington, DC 20007

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F/M Investments LLC Brokerage Details

Total Assets Under Management

$12,845,275,039

DC Average: $4,886,152,200
Total Number of Employees

67

DC Average: 60
Total Number of Accounts

3,530

DC Average: 205
Average Account Size

$3,638,888

DC Average: $23,834,889

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

2024 - Present (0 year)

F/M Investments LLC

2012 - Present (12 years)

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

Chong Han
Washington, DC
Randall Loving
Washington, DC
Francisco Bido
Washington, DC
Richard Burling
Washington, DC
David Littleton
Washington, DC
Zachary Newcomer
Washington, DC
David Drzadinski
Milwaukee, WI
Joel Vrabel
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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