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Jeffrey Holley Email & Phone Number
Financial Advisor and Portfolio Manager
at
Detalus
2 work emails found
@detalus.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor and Portfolio Manager
Location
St Louis, Missouri, United States
Company size
Who is Jeffrey Holley? Overview
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Quick answer
Jeffrey Holley is listed as Financial Advisor and Portfolio Manager at Detalus, a with 13 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at detalus.com and a matched LinkedIn profile for Jeffrey Holley.
Jeffrey Holley previously worked as Financial Advisor & Portfolio Manager at Detalus and Investment Service Specialist II at Edward Jones. Jeffrey Holley holds Bachelor Of Science, Business Administration; Marketing from University Of Missouri-Columbia.
Company email context
Email format at Detalus
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{first_initial}{last}@detalus.com
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AeroLeads found 2 current-domain work email signals for Jeffrey Holley. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Holley
I hope to inspire others who want to take control of their financial well-being and future. I work with individuals, families and business owners who are serious about creating a plan to achieve their financial goals. My job is to educate, guide and manage clients who are too busy dealing with everything that life throws at them. I do not try to beat indices or hit homes. My firm, Detalus, manages money with risk in mind first. We manage portfolios within predefined risk parameters, which allows our clients to sleep comfortably at night. Outside of work I am actively involved in the community and enjoy staying active.
Listed skills include Investments, Finance, Portfolio Management, Series 7, and 15 others.
Current workplace
Jeffrey Holley's current company
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Detalus
3 roles
Jeffrey Holley work experience
A career timeline built from the work history available for this profile.
Financial Advisor & Portfolio Manager
Current
Mar 2013 - Present
Investment Service Specialist Ii
Apr 2011 - Mar 2013
Team & coworkers
Colleagues at Detalus
Other employees you can reach at detalus.com. View company contacts for 13 employees →
AW
Alexander Walker Cfp®
Colleague at DetalusSt Louis, Missouri, United States
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SR
Steve Rull
Colleague at DetalusSt Louis, Missouri, United States
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BR
Betsy Ross
Colleague at DetalusSt Louis, Missouri, United States
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CA
Cheryl Anthony
Colleague at DetalusSt Louis, Missouri, United States
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JG
Joseph Garea
Colleague at DetalusSt Louis, Missouri, United States
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JS
John Smith
Colleague at DetalusWhiteland, Indiana, United States
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Alexander Walker Cfp®
Colleague at DetalusSt Louis, Missouri, United States
View →
SR
Steve Rull
Colleague at DetalusSt Louis, Missouri, United States
View →
BR
Betsy Ross
Colleague at DetalusSt Louis, Missouri, United States
View →
CA
Cheryl Anthony
Colleague at DetalusSt Louis, Missouri, United States
View →
JG
Joseph Garea
Colleague at DetalusSt Louis, Missouri, United States
View →
JS
John Smith
Colleague at DetalusWhiteland, Indiana, United States
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1 education record
Jeffrey Holley education
FAQ
Frequently asked questions about Jeffrey Holley
Quick answers generated from the profile data available on this page.
What company does Jeffrey Holley work for?
Jeffrey Holley works for Detalus.
What is Jeffrey Holley's role at Detalus?
Jeffrey Holley is listed as Financial Advisor and Portfolio Manager at Detalus.
What is Jeffrey Holley's email address?
AeroLeads has found 2 work email signals at @detalus.com for Jeffrey Holley at Detalus.
Where is Jeffrey Holley based?
Jeffrey Holley is based in St Louis, Missouri, United States while working with Detalus.
What companies has Jeffrey Holley worked for?
Jeffrey Holley has worked for Detalus and Edward Jones.
Who are Jeffrey Holley's colleagues at Detalus?
Jeffrey Holley's colleagues at Detalus include Alexander Walker Cfp®, Steve Rull, Betsy Ross, Cheryl Anthony, and Joseph Garea.
How can I contact Jeffrey Holley?
You can use AeroLeads to view verified contact signals for Jeffrey Holley at Detalus, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Holley attend?
Jeffrey Holley holds Bachelor Of Science, Business Administration; Marketing from University Of Missouri-Columbia.
What skills is Jeffrey Holley known for?
Jeffrey Holley is listed with skills including Investments, Finance, Portfolio Management, Series 7, Wealth Management, Mutual Funds, Securities, and Asset Allocation.
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