linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Leigh Holmes

F/m Investments LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Leigh Holmes

Jeffrey Leigh Holmes is an investment advisor representative currently registered with F/m Investments LLC and previously worked at Robert W. Baird & Co. Incorporated and Tucker Anthony Incorporated. Jeffrey Leigh Holmes holds the Series 7, Series 63, and Series 66 licenses and is also a Chartered Financial Analyst. F/m Investments LLC is a Washington, DC-based firm with over $1 billion in assets under management.

Firm Information

Jeffrey Holmes is currently registered with F/m Investments LLC. F/m Investments LLC is an investment advisor based in WASHINGTON, DC. The firm manages $1 billion - $10 billion in assets for individuals, businesses, investment companies, pooled investment vehicles, pension plans, and other entities. They offer portfolio management and advisory services, including pension consulting and selection of other advisors. F/m Investments LLC has 35 investment advisory functions and 24 investment adviser representatives. The firm also participates in wrap fee programs.
F/m Investments LLC

3050 K. ST NW

WASHINGTON, DC 20007

$12.85B

Assets Under Management

15

Total Clients

17

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Holmes’s Registration & Firm History

DC

04/02/2024 - Present

F/m Investments LLC (WASHINGTON DC)

WI

08/02/2002 - 05/09/2006

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MA

05/29/2001 - 11/13/2001

TUCKER ANTHONY INCORPORATED (BOSTON MA)

Not sure if Jeffrey Leigh Holmes is right for you?

Licenses & Designations

BOTH

Issued 12/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Leigh Holmes.
Not sure if Jeffrey Leigh Holmes is right for you?