Joshua Holt, financial advisor Kittery ME
90 score

Joshua Holt

CRD Number: 6010397
Current Firm: Edward Jones

Joshua Holt (CRD# 6010397) is an Investment Advisor Representative working at Edward Jones in Kittery, ME and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Jan 2012 - Current 4
Re/max Coast To Coast Portsmouth, NH Sep 2006 - Jan 2012 5
Bubba Jones, LLC Portsmouth, NH Sep 2003 - Jan 2012 8
Keller Williams Coastal Realty Portsmouth, NH Feb 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Joshua C. Holt
Phone Number: 314-515-2000
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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