Jeffery Holmes
Investream · Gwynn Oak, Maryland
Jeffery Holmes is a fee-only financial advisor at Investream in Gwynn Oak, Maryland. Investream reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Investream |
|---|---|
| Based in | Gwynn Oak, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $398K across 12 accounts |
| SEC registration | Investment adviser representative in MD · CRD 6862286 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jeffery's firm compares
- Investream's average account is about $33,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Jeffery
Is Jeffery Holmes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Investream reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffery charge for financial advice?
Jeffery's firm, Investream, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffery Holmes based?
Jeffery Holmes is based in Gwynn Oak, Maryland.
Is Jeffery Holmes registered with the SEC?
Yes. Jeffery Holmes is registered as an investment adviser representative in MD (CRD 6862286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investream manage?
Investream reports $398K across 12 accounts in assets under management.
How do I contact Jeffery Holmes?
Contact details aren't on file yet. Search for Investream.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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