Adviser and broker representative · Edward Jones
Holli W. Bellaire
CRD 3147409 · Missoula, MT
At a glance
Holli W. Bellaire is an investment adviser representative with Edward Jones in Missoula, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Holli’s SEC record dates to 2003, about 23 years ago. Holli is also registered as a broker representative.
Current advisory firm
- Edward JonesSince March 2018Missoula, MT · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Holli’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Edward Jones
- Susan ColyerMissoula · Certified Financial Planner, Chartered Financial Consultant
- Marin L. FelzMissoula
- Keith FichtnerMissoula
- Eivind GjetmundsenMissoula · Certified Financial Planner
- Michael HyerMissoula · Chartered Financial Consultant
- James McKelvieMissoula
- Rachael M. MorawskiMissoula · Certified Financial Planner, Chartered Financial Consultant
- David A. RosulekMissoula · Certified Financial Planner, Chartered Financial Consultant
Every advisor at Edward Jones →Edward Jones: assets, clients and custodians →Edward Jones news, moves and payouts →Advisor Moves: who changed firms this week →