JEFFREY A HOLZBACH is an investment adviser representative (IAR) with state registration records since 2002, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2021-10-07 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2012-01-03 | 2021-02-01 | — |
| CHARLES SCHWAB & CO., INC. | 2002-08-07 | 2021-09-03 | — |