Adviser and broker representative · Edward Jones
Holly D. Estes
CRD 6739184 · Great Falls, MT
At a glance
Holly D. Estes is an investment adviser representative with Edward Jones in Great Falls, MT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Holly’s SEC record dates to 2017, about 9 years ago. Holly is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Edward JonesSince May 2017Great Falls, MT · $1.01T in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Holly’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
- Locked
- 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
- Kelley AlineGreat Falls · Certified Financial Planner
- Tawnie A. AschimGreat Falls
- Adam D. BlackwellGreat Falls
- Eric D. BorggardGreat Falls · Certified Financial Planner
- April DuboisGreat Falls
- Kayci EdwardsGreat Falls
- Gregory T. FerriterGreat Falls · Certified Financial Planner
- Amy M. FlynnGreat Falls
Every advisor at Edward Jones →Edward Jones: assets, clients and custodians →Edward Jones news, moves and payouts →Financial advisors in Great Falls, MT →Every Edward Jones advisor in Great Falls →Advisor Moves: who changed firms this week →