Holden James Dippel
Investment Adviser Representative at Edward Jones
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Holden James Dippel is an investment adviser representative with Edward Jones in Mason, MI, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Capital Client Group, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana, Michigan, and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana, Michigan, Texas
- Broker:
22 states and territories
Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lator Lawn CareApr 2020 – Aug 2020Mason, MI
- Hope CollegeSep 2016 – May 2020Holland, MI
- Edward JonesApr 2018 – Aug 2020St. Louis, MO
- Hope CollegeAug 2016 – May 2020Holland, MI
- Alticor Inc.May 2019 – Aug 2019Ada, MI
- Steven Smith, LlcJul 2018 – Aug 2018Holland, MI
- Winding Creek Golf ClubMay 2018 – Aug 2018Holland, MI
- 8th Street Grille, Inc.Jun 2020 – Jul 2020Holland, MI
- EgitechJan 2018 – Mar 2018Holland, MI
- Lator Lawn CareMay 2017 – Aug 2017Holland, MI
- Hope Soccer CampMay 2016 – May 2020Holland, MI
- Capital Group Companies - American FundsAug 2020 – May 2025Carmel, IN
- Edward JonesJun 2025 – Aug 2026St. Louis, MO
- Edward JonesAug 2026 – no end date reportedSt Louis, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Edward Jones
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $25,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23,937
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Louis, MO
- SEC file number:
- 801-3297
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Edward Jones
Showing 12 of 23,937 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Holden James Dippel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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