Jeffrey Kenneth Van holla
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCMay 2023 to now
- First National Bank and TrustMay 2023 to now
- Michigan State UniversityAug 2021 to now
- Jimmy JohnsFeb 2023 to May 2024
- Fifth Third BankMay 2022 to Dec 2022
- Oak Crest Golf CourseMay 2016 to Aug 2021
- Norway-vulcan Area SchoolsAug 2008 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7737277
- Firm CRD
- 6413