Holli Mitchell

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 07/2021
  Calvin Sievers - Thrivent
  Rapid City, SD
• 06/2013 → 01/2021
  Homemaker
  Wellington, CO
• 07/2021 → 08/2023
  Thrivent Investment Management Inc
  Rapid City, SD
• 11/2021 → 09/2023
  Thrivent Financial
  Appleton, WI
• 09/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2023-04-06 → 2023-09-19
  Thrivent Investment Management Inc.
  Greenwood Village, CO
  Rapid City, SD
• 2012-10-01 → 2013-06-12
  J.P. Morgan Securities Llc
  Portland, OR
  Portland, OR
  Portland, OR
  Gresham, OR
  Portland, OR
• 2012-05-16 → 2012-10-01
  Chase Investment Services Corp.
  Gresham, OR
  Portland, OR
  Portland, OR
  Tigard, OR
  Tigard, OR
  Tigard, OR
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-01
• S63 Uniform Securities Agent State Law Examination
  2021-09-08
• S66 Uniform Combined State Law Examination
  2012-05-14

Other Names

• Holli Heinly Bacon
• Holli H Mitchell
• Holli Mitchell
• Holli Heinly Bacon
• Holli Heinly Bacon
• Holli Heinly Mitchell