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Kimberly Beth Holmes

Edward Jones

North Kingstown, RI

CRD 5197456

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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
RI RA APPROVED 2024-04-15
TX RA APPROVED 2024-02-13
  • RI RA
    APPROVED
    Since 2024-04-15
  • TX RA
    APPROVED
    Since 2024-02-13

Branch Locations

650 Ten Rod Rd Suite G02H, North Kingstown, RI 02852 • 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
Mml Investors Services Boston MA 08/2017 05/2018
The Harvest Group Llc Waltham MA 10/2016 02/2017
Ubs Financial Services Wellesley MA 09/2013 09/2016
Unemployed Mansfield MA 03/2017 07/2017
Edward Jones St Louis MO 06/2018 03/2024
Edward Jones North Kingstown RI 04/2024 Present
  • 08/2017 → 05/2018
    Mml Investors Services
    Boston, MA
  • 10/2016 → 02/2017
    The Harvest Group Llc
    Waltham, MA
  • 09/2013 → 09/2016
    Ubs Financial Services
    Wellesley, MA
  • 03/2017 → 07/2017
    Unemployed
    Mansfield, MA
  • 06/2018 → 03/2024
    Edward Jones
    St Louis, MO
  • 04/2024 → Present
    Edward Jones
    North Kingstown, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
  • S66 Uniform Combined State Law Examination
    2024-01-29
Other Names
  • Kimberly B Rankin
  • Kimberly Beth Rankin

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
VERITAS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · North Kingstown, RI
VERITAS WEALTH MANAGEMENT · NORTH KINGSTOWN, RI
AMERIPRISE FINANCIAL SERVICES, LLC · NORTH KINGSTOWN, RI

More in North Kingstown, RI

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