Joseph Marion Holifield

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

• 10/2010 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Ronald McDonald House of Southern Appalachia Johnson City, TN Start date: 10/1/2019 Board Member & Treasurer Hours per week: 0 Hours during trading: 0 Board Member meetings, Finance Committee Meetings. Help make decisions on raising money, allocating resources, and running the house. Sign checks written greater than $1000.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-03

Designations

• Certified Financial Planner

Other Names

• Joseph Marion Holifield