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John J Holmes

Edward Jones

Woodbury, CT

CRD 6770779

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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
TX RA APPROVED_RES 2024-09-06
CT RA APPROVED 2017-08-04
  • TX RA
    APPROVED_RES
    Since 2024-09-06
  • CT RA
    APPROVED
    Since 2017-08-04

Branch Locations

20 Sherman Hill Rd, Woodbury, CT 06798 • 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
Bank Of America Hartford CT 12/2006 03/2017
Edward Jones St.LOuis MO 04/2017 Present
  • 12/2006 → 03/2017
    Bank Of America
    Hartford, CT
  • 04/2017 → Present
    Edward Jones
    St.LOuis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-26
  • S66 Uniform Combined State Law Examination
    2017-05-26
Other Names
  • John Joseph Holmes

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
RONALD J. IANNUCCI CFP
LPL FINANCIAL LLC

Nearby Investors

RAMAN GROVER
RONALD JOHN IANNUCCI
Cody Richard St John

Nearby Offices

OSAIC INSTITUTIONS, INC. · WOODBURY, CT
RONALD J. IANNUCCI CFP · WOODBURY, CT
LPL FINANCIAL LLC · WOODBURY, CT

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