Trevin Poole, financial advisor Brownsburg IN
89 score

Trevin Poole

CRD Number: 6064904
Current Firm: Edward Jones

Trevin Poole (CRD# 6064904) is an Investment Advisor Representative working at Edward Jones in Brownsburg, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Feb 2014 - Current 2
Edward Jones St Louis, MO Sep 2013 - Dec 2013 < 1
Metzger Bros. Construction Lebanon, IN May 2013 - Sep 2013 < 1
Ball State University Muncie, IN Aug 2009 - May 2013 3
Edward Jones Lebanon, IN May 2012 - Jul 2012 < 1
Home National Bank Lebanon, IN Jun 2010 - Aug 2011 1
Western Boone Jr. Sr. High School Thorntown, IN Aug 2003 - May 2009 5
Brewmaster Lebanon, IN Jun 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Trevin T. Poole
Phone Number: 314-515-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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