Best Investors Account Sign in

Marcie K Wallenmeyer

Edward Jones

Dallas, TX

CRD 8189742

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 2026-02-24
  • TX RA
    APPROVED
    Since 2026-02-24

Branch Locations

8350 N Central Expwy #110, Dallas, TX 75206 • 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 12/2025 Present
Princeton Isd Princeton TX 08/2025 12/2025
Allen Isd Allen TX 07/2024 05/2025
Watertown Isd Watertown SD 08/2019 07/2024
Watertown Christian School Watertown SD 08/2015 08/2019
  • 12/2025 → Present
    Edward Jones
    St Louis, MO
  • 08/2025 → 12/2025
    Princeton Isd
    Princeton, TX
  • 07/2024 → 05/2025
    Allen Isd
    Allen, TX
  • 08/2019 → 07/2024
    Watertown Isd
    Watertown, SD
  • 08/2015 → 08/2019
    Watertown Christian School
    Watertown, SD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-18
  • S66 Uniform Combined State Law Examination
    2026-02-18
Other Names
  • Marcie Karen Holman

View on SEC IAPD

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor