Cetera Investment Advisers
30yrs
Top 11% by experience in Branson
42yrs
Mitchell Holmes
Financial advisor at Edward Jones
Mitchell Holmes has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Branson, Missouri. Mitchell has been with Edward Jones since 1999. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 18 advisors with offices in Branson, and one of 17 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top advisor by experience in Branson
Office125 W Atlantic Street, Branson, MO 65616
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1999 – nowEdward JonesCurrent firm
Contact Mitchell
Local office(417) 334-1274Ask for Mitchell. (314) 515-2000Main office · St. Louis, MO 125 W Atlantic StreetBranson, MO 65616Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mitchell
Tailored to Mitchell’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mitchell
How do I contact Mitchell?
Call Mitchell’s local office at (417) 334-1274 or the Edward Jones main office at (314) 515-2000, and ask for Mitchell Holmes.
How long has Mitchell been a financial advisor?
Mitchell has been in the industry since 1984, about 42 years. Top advisor by experience in Branson.
What licenses does Mitchell hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mitchell a fiduciary?
Mitchell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mitchell paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mitchell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Edward Jones
23yrs
Top 16% by experience at Edward Jones
Convergence Financial
20yrs
Top 22% by experience in Branson
State Farm Investment Management
20yrs
More experience than 72% of advisors in Branson
Saxony Capital Management
11yrs
More experience than 67% of advisors in Branson
Osaic Wealth
10yrs
More experience than 61% of advisors in Branson