Jeffrey A Holmes
Investment adviser representative at Packerland Brokerage Services, Inc.
17 yearsExperience
10 statesRegistered in
$1.4BFirm assets
14 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Packerland Brokerage Services, Inc.Apr 2020 to now
- UnemployedNov 2019 to Mar 2020
- Wunderlich Securities, Inc./b. Riley Wealth ManagementJan 2018 to Oct 2019
- Stifel Nicolaus & Co IncJun 2009 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 10 states (AZ, FL, IL, IN, MI, MO, OH, SC, TX, WI).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 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
- 3246857
- Firm CRD
- 37031