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Boone Jarek Holliday

Evercore Group LLC

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About Boone Jarek Holliday

Boone Jarek Holliday is a financial advisor with Evercore Group LLC. Boone is a registered representative in 37 states, as well as with FINRA and the SEC. Boone holds the Series 79TO, Series 63, and SIE licenses. Boone has been in the securities industry for over 6 months. Boone joined Evercore Group LLC on November 6, 2023, from RBC Capital Markets, LLC, where Boone worked for a short period in 2023. Boone's office is located in Menlo Park, CA.

Firm Information

Boone Holliday is currently registered with Evercore Group LLC. Evercore Group LLC is a Limited Liability Company formed in April 2006. The firm is registered with the SEC and in 37 states.

Not reported

Assets Under Management

Not reported

Total Clients

805

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Boone Holliday’s Registration & Firm History

CA

11/06/2023 - Present

Evercore Group LLC (MENLO PARK CA)

NY

08/14/2023 - 10/25/2023

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Boone Jarek Holliday.
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