William E Holt

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

• 05/2024 → 08/2024
  Edward Jones
  St. Louis, MO
• 06/2023 → 08/2023
  Two Men And A Truck
  St. Louis, MO
• 04/2022 → 08/2022
  Big Thunder Marine
  Lake Ozark, MO
• 06/2019 → 11/2020
  Waterway Carwash
  St. Louis, MO
• 08/2021 → 05/2025
  University Of Missouri, Columbia
  Columbia, MO
• 01/2015 → 05/2021
  Westminster Christian Academy
  St. Louis, MO
• 06/2025 → 07/2026
  Edward Jones
  St Louis, MO
• 07/2026 → Present
  Edward Jones
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24

Other Names

• William Edward Holt