Kris Holt

Advisor at Edward Jones — Alamogordo, NM N White Sands Blvd

Updated today

Credentials

ChFC®, Series 66

Experience

8 years

Location

Alamogordo, NM 88310

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,146 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kris Holt is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Otero Federal Credit Union for nine years. Outside of his advisory role, Holt has managed rental property ownership activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,000 advisors.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement withdrawal strategies Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Alamogordo, NM N White Sands Blvd

805 N White Sands Blvd, Suite I

Alamogordo NM 88310

Advisors at this office

2

Most active in

New Mexico · Texas

Work history

8 years of industry experience

Edward Jones

2018 - Present • 8 years

St Louis, MO

Unemployed

2017 - 2018 • 1 year

Alamogordo, NM

Otero Federal Credit Union

2008 - 2017 • 9 years

Alamogordo, NM

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Ian T

Series 63, Series 65

Alamogordo, NM

First Choice Financial Planning, LLC

Ian Tomlinson is a financial advisor with First Choice Financial Planning, LLC in Alamogordo, New Mexico. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Tomlinson has been with First Choice Financial Planning since 2017 and previously conducted due diligence for the firm. Outside of financial advising, he is the owner and instructor at Centerfire Firearms Training, LLC, providing concealed handgun carry instruction in New Mexico. First Choice Financial Planning is an independent, solo-advisor firm serving individual and high-net-worth clients. The firm develops client-specific investment plans using various analytical approaches and typically manages accounts on a discretionary basis with a long-term orientation that can include active strategies and higher-risk instruments when suitable.

Active portfolio management Options & derivatives strategies
user avatar

Charles S

Series 66

Alamogordo, NM

Ally invest Advisors

Charles Sours is a financial advisor with Ally Invest Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining Ally Invest Advisors in 2021, he worked at First Command and NM Rehab. Outside of finance, he owns and operates Land of Enchantment Deals, an online inventory sales business. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual solutions, offering ETF-based Robo Portfolios and personalized financial advice supported by a third-party asset management platform.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
user avatar

Angel M

Series 63, Series 65

Alamogordo, NM

First Command Advisory Services

Angel Munoz is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses. He has one year of experience in financial services, following 13 years of service in the United States Air Force. Munoz has worked with various First Command entities since 2025. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that use model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Jason D

Series 66

Alamogordo, NM

First Command Advisory Services

Jason Dunn is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and has worked exclusively within the First Command network since 2021, including roles at First Command Insurance Services and First Command Brokerage Services. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a variety of wrap-fee asset management programs utilizing model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals

Steven B

Series 66

Alamogordo, NM

Edward Jones

Steven Bunt is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns and operates a photography business specializing in landscape photos. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a large national network of financial advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Candace M

Series 66

Alamogordo, NM

Edward Jones

Candace Muncy is a financial advisor at Edward Jones in Alamogordo, NM, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2017, including a gap year between 2016 and 2017. Outside of her advisory role, she is a shareholder in an RV park and a manufacturing business in Alamogordo. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory services, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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