Joshua Poe (CRD# 7491387) is an Investment Advisor Representative working at Edward Jones in Forest City, NC and has 1 year of experience in the finance industry.
CRD# 1029891
Winning Points Advisors, LLC
CRD# 1466344
Liberated Investor Advisors, LLC
CRD# 3069060
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2023 - Current | < 1 |
| Edward Jones | Forest City, NC | Feb 2022 - May 2023 | 1 |
| Crain Cabinetry And Cutting Inc. | Rutherfordton, NC | Feb 2020 - Aug 2022 | 2 |
| Cozy Fleece | Forest City, NC | Jan 2016 - Mar 2022 | 6 |
| Thomas Jefferson Classical Academy | Mooresboro, NC | Oct 2021 - Dec 2021 | < 1 |
| Fraser Enterprises | Ellenboro, NC | Oct 2020 - May 2021 | < 1 |
| Walmart | Forest City, NC | Jun 2019 - Feb 2020 | < 1 |
| Fraser Enterprises | Ellenboro, NC | May 2019 - Jul 2019 | < 1 |
| Sunrise Development LLC | Fletcher, NC | May 2019 - Jun 2019 | < 1 |
| Student | Forest City, NC | Jan 2013 - Apr 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- NC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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