Kasey Holifield, financial advisor Ft Worth TX

Kasey Holifield

CRD Number: 7127168
Current Firm: Edward Jones

Kasey Holifield (CRD# 7127168) is an Investment Advisor Representative working at Edward Jones in Ft Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jun 2009 - Current 13
Eagle Mt Saginaw Isd Saginaw, TX Aug 2017 - May 2019 1
Fort Stockton Isd Fort Stockton, TX Aug 2016 - Jun 2017 < 1
Full Time Student Abilene, TX Jun 2009 - Aug 2016 7
Eagle Mt Saginaw Isd Saginaw, TX Aug 2015 - May 2016 < 1
Olive Garden Abilene, TX Aug 2014 - May 2015 < 1
Sharkys Bar And Grill Fort Scott, KS Jan 2013 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Kasey L. Holifield
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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