JM
Jeffrey Mark Holler
CRD 1888455
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| The Capital Chart Room, Ltd | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Capital Chart Room, Ltd
President & Partnership Manager · 75% or more · Mar 2024
-
The Capital Chart Room, Ltd
President, Ceo & Chief Compliance Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗