Benjamin Holmes
Investment adviser representative at Edward Jones
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Edward JonesJun 2025 to now
- Preferred Therapy SolutionsSep 2023 to Jun 2025
- North Country AssociatesSep 2019 to Sep 2023
- Rehab CareAug 2018 to Sep 2019
- Uhaul Moving and StorageNov 2017 to Aug 2018
- Husson UniversityOct 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 8111791
- Firm CRD
- 250