Holden James Dippel
Investment adviser representative at Edward Jones
10 yearsExperience
3 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesJun 2025 to now
- Capital Group Companies - American FundsAug 2020 to May 2025
- 8th Street Grille, Inc.Jun 2020 to Jul 2020
- Lator Lawn CareApr 2020 to Aug 2020
- Alticor Inc.May 2019 to Aug 2019
- Steven Smith, LLCJul 2018 to Aug 2018
- Winding Creek Golf ClubMay 2018 to Aug 2018
- Edward JonesApr 2018 to Aug 2020
- EgitechJan 2018 to Mar 2018
- Lator Lawn CareMay 2017 to Aug 2017
- Hope CollegeAug 2016 to May 2020
- Hope Soccer CampMay 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (IN, MI, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6938023
- Firm CRD
- 250