JAMES E. HOLLOWAY JR, CFP®

Senior Financial Advisor

Senior Vice President - Investment Officer

Address: 350 EAST LAS OLAS BLVD, 19TH FLOOR , FORT LAUDERDALE , FL 33301
Call: 954-712-3656  |  800-231-2510    Fax: 954-356-0299
Email: Jay.Holloway@wellsfargo.com Compose mail in a new window

My Background

I am a Financial Advisor with a CERTIFIED FINANCIAL PLANNER TM designation employed with Wells Fargo Advisors. I service my clients, by helping them to build, manage & preserve their wealth through a broad array of financial products and services. I have 37 years experience helping clients with investment planning strategies. <br/><br/>I enjoy bringing order to client's investment portfolios and helping execute on asset allocation, using the principals of modern portfolio theory. If a client does not wish to participate in the stock market, I can offer fixed income strategies.<br/><br/>When a client allows me to interview them, this helps me to understand their goals, and recommend a sensible strategy. This requires information regarding a client's current investment strategy. I also attempt to learn about their targeted returns, risk tolerance, time horizon and liquidity needs.<br/><br/>Other areas of investment expertise include Long Term Care, IRA's, retirement planning, portfolio strategies and investment planning.

My Associate(s): Barbara Pollina, Senior Client Associate ; Betty Schultze, Financial Advisor
Securities Registered in the following states: CA, CO, CT, DC, FL, GA, ID, KS, LA, MA, ME, MI, MN, MT, NC, NJ, NY, OH, OR, PA, RI, SC, TN, VA, VT, WA, WI
Insurance licensed in the following states: Resident State: FL
JAMES E. HOLLOWAY JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Florida : FORT LAUDERDALE Branch