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President, Senior Consultant, Senior Partner · Investment Performance Services LLC

Jennifer M. Holmes

CRD 3067760 · Named on Form ADV at one SEC-registered adviser

At a glance

Investment Performance Services LLC, an SEC-registered asset manager based in Savannah, GA with $764 million in regulatory assets, lists Jennifer M. Holmes on its Form ADV as President, Senior Consultant, Senior Partner, a control person.

Firms and roles

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard I. SichelChief Executive Officer, Senior Consultant, Managing Partner, Investment Performance Services LLC
  • Christopher McDonoughChief Investment Officer, Senior Consultant, Partner, Investment Performance Services LLC
  • Michael MageeChief Operating Officer & Chief Compliance Officer, Investment Performance Services LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.