Jeffery Holmes is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with INVESTREAM ADVISORY.
| Firm | From | To | Current |
|---|---|---|---|
| INVESTREAM ADVISORY | 2023-04-20 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2019-10-24 | 2023-05-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-02-22 | 2018-11-13 | — |