Tammy Marie Holten

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2026-04-13
TX	RA	APPROVED	2019-01-03
WA	RA	APPROVED	2018-01-03

MT RA
APPROVED

Since 2026-04-13
TX RA
APPROVED

Since 2019-01-03
WA RA
APPROVED

Since 2018-01-03

Branch Locations

Shelby, MT • United States

301 Main St, Shelby, MT 59474 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2017	Present
Edward Jones	Snohomish	WA	04/2004	07/2017

07/2017 → Present

Edward Jones

St Louis, MO
04/2004 → 07/2017

Edward Jones

Snohomish, WA

Other Businesses

Holten Hi-Line Enterprises Type of business: Family Farm Shelby, MT Start date: 2/8/2023 50% owner Hours per week: 0 Hours during trading: 0 We have taken ownership of my family farm. The land is currently leased.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-12-28

S66 Uniform Combined State Law Examination

2017-12-28

Other Names

Tammy Marie Leslie
Tammy M Holten

View on SEC IAPD