Holly Wasson

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

• 01/2024 → Present
  Edward Jones
  St Louis, MO
• 08/2016 → 06/2017
  Midway Waco Isd
  Waco, TX
• 08/2017 → 03/2018
  Queen City Isd
  Queen City, TX
• 08/2018 → 12/2019
  Rains Isd
  Emory, TX
• 01/2020 → 12/2023
  Rains Isd
  Emory, TX
• 04/2018 → 07/2018
  Texas A&M Commerce
  Commerce, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-03-19

Other Names

• Holly Stone