Jefferson Holguin
About Jefferson Holguin
Jefferson Holguin is a Fixed Income Specialist II at TD Ameritrade in Jersey City, New Jersey, with a background in finance and investment consulting.
Current Position at TD Ameritrade
Jefferson Holguin has been serving as a Fixed Income Specialist II at TD Ameritrade since 2014. Based in Jersey City, New Jersey, he provides investment recommendations based on market trend analysis, investment risks, and clients' investment objectives, goals, risk tolerance, and liquidity needs. He plays a key role in developing reports covering fixed income portfolios, focusing on sector, duration, and asset allocation.
Previous Role at Santander Bank
Before joining TD Ameritrade, Jefferson Holguin worked as a Financial Specialist at Santander Bank, N.A. in West Windsor Township, New Jersey, during 2014. Although his tenure was brief, lasting for seven months, he was responsible for various financial analysis duties and customer relations.
Experience at Scottrade
From 2009 to 2014, Jefferson Holguin was an Investment Consultant at Scottrade in New Brunswick, New Jersey. Over this five-year period, he gained substantial experience in developing custom trade proposals, horizon analysis, bond redemption, and sector analysis reports. His responsibilities also included providing portfolio reviews and proposing buy, sell, and swap strategies.
Educational Background
Jefferson Holguin holds a Bachelor of Science (B.S.) in Finance from Rutgers, The State University of New Jersey - Rutgers Business School, completed between 2008 and 2010. Prior to that, he earned an Associate of Arts (A.A.) in Liberal Arts/Business from Middlesex County College between 2006 and 2008.
Early Career and Additional Roles
Holguin's early career included positions such as Senior Sales Associate at LA Fitness from 2005 to 2006 in Piscataway, NJ, and Bar Manager at Stadium Sports Bar & Grill in Sayreville, NJ from 2008 to 2009. These roles provided him with foundational experience in sales and management.
Key Achievements in Financial Services
Throughout his career, Jefferson Holguin has achieved significant milestones. Notably, he generated over $1 million in new investments for a money market product during a fiscal quarter. In 2018, he spearheaded efforts that resulted in $21.2 million in net new assets and $43.6 million in client assets invested by identifying and consolidating opportunities.