Jeffrey R. Holley

DETALUS ADVISORS

St. Louis, MO 63119

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CRD#: 5664972

Professional summary

Jeffrey R Holley, who also goes by Jeff R Holley, is a registered financial advisor currently at DETALUS ADVISORS, LLC located in St. Louis, Missouri.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff R Holley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Holley is separately licensed as an insurance representative of Detalus Insurance Services, LLC, an insurance company wholly-owned by Detalus Advisors, LLC. He can offer or recommend insurance and insurance-related investment products for which he may receive separate, yet customary compensation. 383 Marshall Avenue, St. Louis, MO 63119. Start date 01/2016.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Holley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 12, 2013 - Present

DETALUS ADVISORS, LLC

Office #1: 383 Marshall Avenue, St. Louis, MO 63119

RIA

CRD#: 117958

St. Louis, MO

Past

March 8, 2013 - October 1, 2020

DETALUS SECURITIES, LLC

CRD#: 103260

ST. LOUIS, MO

Past

July 9, 2009 - March 12, 2013

EDWARD JONES

RIA

CRD#: 250

ST. LOUIS, MO

Past

June 23, 2009 - March 12, 2013

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DETALUS ADVISORS, LLC

CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC

CRD#: 117958 / SEC#: 801-61481

RIA

Registered Investment Advisory firm - (9/24/2002 Approved)

Missouri

Registered Investment Advisory firm - (9/2/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(9/12/2013)

IAR

Texas
(3/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/8/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2009

General Securities Representative Examination

Current Firm

DETALUS ADVISORS, LLC

CHASE VALUE PROGRAM | HANCOCK INVESTMENT ADVISORS, LLC | DETALUS ADVISORS, LLC

CRD#: 117958 / SEC#: 801-61481

RIA

Registered Investment Advisory firm - (9/24/2002 Approved)

Missouri

Registered Investment Advisory firm - (9/2/2003 Terminated)

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Contact information

Main Address

383 Marshall Avenue, St. Louis, MO 63119

Mailing Address

Phone number

(314) 997-3191

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DETALUS ADVISORS, LLC WRAP FEE BROCHURE (3/19/2025)

ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	646
AUM (Assets Under Management)	$ 928,372,887

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey R. Holley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey R Holley's CRS (Customer Relationship Summary).

Certified licenses

Experience

DETALUS ADVISORS, LLC

DETALUS SECURITIES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

DETALUS ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2009

SIE

Date: 10/1/2018

Series 7

Date: 6/22/2009

Current Firm

DETALUS ADVISORS, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DETALUS ADVISORS, LLC

TRUST BUT VERIFY

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