Holly Lyn Blanchette
Investment adviser representative at Edward Jones
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets
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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
13 years in the industry.
- Edward JonesSep 2023 to now
- Wells Fargo Clearing Services, LLCNov 2022 to Aug 2023
- Wells Fargo Bank, NADec 2021 to Aug 2023
- University of MontanaAug 2021 to Dec 2021
- Coeur D'alene Symphony Orchestra, Inc.Mar 2021 to Sep 2021
- UnemployedJul 2019 to Feb 2021
- U.S. Bank NADec 2017 to Jul 2019
- UnemployedJun 2017 to Dec 2017
- Young Harris CollegeJan 2014 to May 2017
- University of GeorgiaAug 2013 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7668370
- Firm CRD
- 250