Samuel Holt

CRD 6721145

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-26
TN	RA	APPROVED	2017-03-17

TX RA
APPROVED

Since 2025-11-26
TN RA
APPROVED

Since 2017-03-17

Branch Locations

5783 West Andrew Johnson Hwy Suite C, Morristown, TN 37814 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2016	Present
Old Dominion Freight Line	White Pine	TN	04/2011	11/2016

11/2016 → Present

Edward Jones

St Louis, MO
04/2011 → 11/2016

Old Dominion Freight Line

White Pine, TN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-12-27

S66 Uniform Combined State Law Examination

2016-12-27

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Sam Seth Holt
Samuel Seth Holt

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

BENJAMIN F. EDWARDS & COMPANY, INC.

Nearby Investors

SARAH KATHERINE HOWARD

ROGER SCOTT ODOM

PARKER JAMES SMITH

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · MORRISTOWN, TN

EDWARD JONES · Morristown, TN

LPL FINANCIAL LLC · MORRISTOWN, TN

More in Morristown, TN

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