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Jeffrey Holley

Partner, Financial Advisor & Portfolio Manager

Detalus Advisors

United States, Missouri, St Louis

About Me

Jeff is committed to working alongside clients to help identify and achieve their financial goals. He conducts investment research while also serving on Detalus’ Investment Committee. In addition to his advisory-based roles, Jeff executes trades, maintains option orders, and monitors the overall client allocation process. He is dedicated to ensuring his clients feel confident and comfortable with their financial future. Prior to joining Detalus in 2013, Jeff worked at Edward Jones where he most recently served as an Equities Investment Specialist, primarily involved in conducting research and providing solutions to Financial Advisors. Jeff earned a Bachelor of Science degree in Business A

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Profile Information

Partner, Financial Advisor & Portfolio Manager

Detalus Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St Louis

Missouri

United States

Jul 2, 2025

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