Kasey HolifieldCRD 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.
Hedgefield Wealth Management
Patton Wealth Advisors
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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