Patrick Michael Hollenbeck

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

• 09/2017 → Present
  Edward Jones
  St Louis, MO
• 09/2015 → 07/2017
  Allegheny College
  Meadville, PA
• 09/2017 → Present
  Bradford Family Ymca
  Bradford, PA

Other Businesses

"Bradford Family YMCA Type of business: Recreation Bradford, PA Start date: 9/10/2018 Assistant Swim Coach Hours per week: 10 Hours during trading: 0 Assist the head coach 3-4 times a week, teaching children ages 6-18 techniques to improve their swimming abilities."

Exams

• S66 Uniform Combined State Law Examination
  2018-03-20