Unclaimed
Jack Prescott Hollmeyer is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. Jack has been in the financial industry since 05/2024. Jack is registered in California and has a series 66 license. Jack also works at Summit Financial Group, LLC which is not investment related. Jack offers financial planning, portfolio management, pension consulting, and other advisory services to individuals, businesses, pension and profit-sharing plans, high-net-worth individuals, insurance companies, charitable organizations, and banking or thrift institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
01/16/2025 - Present
Raymond James Financial Services Advisors, Inc. (San Ramon CA)
Active
Inactive
Not sure Jack Hollmeyer is the right advisor for you? Invested Better is here to help.