Jeffery Holmes

Financial advisor at Investream · Gwynn Oak, MD

Last updated 2026-10-10

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Jeffery Holmes is a financial advisor at Investream in Gwynn Oak, MD, CRD 6862286. Licenses and exams on the registration: Series 66. IAPD registration began 2018-02-22.

Registration

CRD number
6862286
Registration status
Active
IAPD registration
2018-02-22
Industry Experience
8 years
Work Experience
12 years
States registered
MD

Licenses and exams

  • Series 66

Work history

  • 2017-09 to 2018-11 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Hunt Valley, MD
  • 2017-02 to 2017-08 · Unemployed · Gwynn Oak, MD
  • 2016-06 to 2017-02 · La Fitness · Towson, MD
  • 2014-08 to 2017-05 · Morgan State Univeristy · Baltimore, MD
  • 2019-08 to Present · Morgan Stanley · Baltimore, MD
  • 2018-11 to 2019-08 · General Dynamic Information Technology · Baltimore, MD
  • 2022-10 to Present · Investream Advisory · Gwynn Oak, MD

Current employment

  • Investream · Gwynn Oak, MD

SEC IAPD record for Jeffery Holmes

About

Jeffery Holmes is a financial advisor at Investream in Gwynn Oak, MD. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 12 years of reported work history. Reported roles include Investream Advisory, Morgan Stanley, General Dynamic Information Technology, Merrill Lynch, Pierce, Fenner & Smith Incorporated, among others.

Location

Gwynn Oak, MD

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Official record

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