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Jared Scott Holz

Mizuho Securities USA LLC

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About Jared Scott Holz

Jared Holz is a financial professional with over 13 years of experience in the securities industry. Jared is currently registered with Mizuho Securities USA LLC, a firm that provides financial services to various clients. Previously, Jared has worked with Oppenheimer & Co. Inc., Jefferies LLC, Jefferies & Company, Inc., Thomas Weisel Partners LLC, and Bear, Stearns & Co. Inc. Jared holds licenses for Series 63, Series 57TO, SIE, Series 7, Series 87 and Series 86 exams. Jared is registered with the Securities and Exchange Commission (SEC) and various state regulatory agencies.

Firm Information

Jared Holz is currently registered with Mizuho Securities USA LLC. Mizuho Securities USA LLC is a Limited Liability Company formed in April 1994 and approved in all 50 states, the District of Columbia, and Puerto Rico. The firm is registered with the SEC and has been subject to 13 Regulatory Events and 1 Civil Event.

Not reported

Assets Under Management

Not reported

Total Clients

535

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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Jared Holz’s Registration & Firm History

NY

02/06/2023 - Present

Mizuho Securities USA LLC (NEW YORK NY)

NY

09/18/2021 - 12/22/2022

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

06/25/2013 - 03/31/2021

JEFFERIES LLC (NEW YORK NY)

NY

10/14/2009 - 02/16/2010

JEFFERIES & COMPANY, INC. (NEW YORK NY)

NY

06/12/2008 - 10/12/2009

THOMAS WEISEL PARTNERS LLC (NEW YORK NY)

NY

02/23/2006 - 06/10/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2013

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 05/23/2006

Series 86 - Research Analyst Exam - Part I Analysis Module

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jared Scott Holz. Review regulatory record here.
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