Edward Jones

Investment Advisor
in Missoula, MT

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About this Advisor

Holli Rankin is a financial advisor operating in Missoula, Montana, with a total of 22 years of experience as a financial advisor. Rankin currently works for Edward Jones. Throughout their career, they have worked at Davidson Trust Co and Edward Jones. Rankin maintains Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Montana and Texas. Edward Jones is a registered investment business that has its headquarters in Missoula, Montana. The firm has offices in 14,439 locations and a total of 25,919 employees. It oversees $423 billion in total assets across its 3,336,586 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 1,064 charitable organizations. Of its 3,336,586 accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Edward Jones performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services usually vary depending on which services are provided. Fee types charged by Edward Jones most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 65, Series 66

Years of Experience

22 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

1200 South Reserve St Ste E
Missoula, MT 59801

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Edward Jones Brokerage Details

Total Assets Under Management


MT Average: $11,469,110,461
Total Number of Employees


MT Average: 458
Total Number of Accounts


MT Average: 33,415
Average Account Size


MT Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Holli Rankin Work History

Holli has 22 years of experience.

2017 - Present (4 years)

Edward Jones

1998 - 2017 (19 years)

Davidson Trust Co


Holli Rankin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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