portrait of Nick Holmes
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

About Nick

I am a Southern California native and started with Edward Jones in 2004. I completed my B.S. in finance at Cal Poly Pomona while working and completing an internship with Edward Jones, which later led to my career as a financial advisor. I have held many leadership and volunteer roles within the firm throughout the course of my career and I became a limited partner with Edward Jones in 2015.

My parents were small business owners, so I grew up learning about the work ethic it took to run a business, as well as some of the unique challenges business owners...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Work History

  • Edward JonesApril 2004 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • California St Poly Univ-PomonaBachelor of Science

Personal Interests

  • Traveling
  • Music
  • Baseball
  • Cooking
  • Golfing

Team Members

  • Samantha Piper
    Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 03:00PM
Tue 07:30AM - 03:00PM
Wed 07:30AM - 03:00PM
Thu 07:30AM - 03:00PM
Fri 07:30AM - 02:00PM
Sat Closed
Sun Closed

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More