Best Investors Account Sign in

Wade Hollis

Edward Jones

Conroe, TX

CRD 7363782

Claim This Profile
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

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-06
  • TX RA
    APPROVED
    Since 2021-07-06

Branch Locations

2040 N Loop 336 W Suite 306, Conroe, TX 77304-0000 • 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
OrganizationCityStateFromTo
Edward Jones St Louis MO 05/2021 Present
Unemployed Shenandoah TX 05/2020 04/2021
Cam Integrated Solutions Katy TX 05/2018 05/2020
Perrys Steakhouse The Woodlands TX 06/2015 04/2018
Entergy Service Inc. The Woodlands TX 05/2017 08/2017
  • 05/2021 → Present
    Edward Jones
    St Louis, MO
  • 05/2020 → 04/2021
    Unemployed
    Shenandoah, TX
  • 05/2018 → 05/2020
    Cam Integrated Solutions
    Katy, TX
  • 06/2015 → 04/2018
    Perrys Steakhouse
    The Woodlands, TX
  • 05/2017 → 08/2017
    Entergy Service Inc.
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-02
  • S66 Uniform Combined State Law Examination
    2021-07-02
Other Names
  • Wade Gerard Hollis

View on SEC IAPD

Nearby Firms

PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ABENDSTERN WEALTH MANAGEMENT, INC.

Nearby Investors

JOYLA DANITA GREGORY
STEPHANIE HERRERA
Michael Stanley Burks

Nearby Offices

PFS INVESTMENTS INC. · CONROE, TX
PFS INVESTMENTS INC. · CONROE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Conroe, TX

More in Conroe, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor