Jennifer Hollers
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Jennifer Hollers? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCDec 2023 to now
- Kestra Advisory Services, LLCDec 2021 to Nov 2023
- Kestra Investment Services, LLCDec 2021 to Nov 2023
- Silicon Valley BankMar 2018 to Oct 2021
- Svb Wealth AdvisoryMar 2018 to Oct 2021
- USAA Investment Management CompanyJan 2018 to Mar 2018
- USAA Financial Advisors, IncApr 2011 to Feb 2018
- USAA Financial Planning ServicesApr 2011 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3227456
- Firm CRD
- 6413