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Steven Philip Poler

Edward Jones

Montesano, WA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-09
WA RA APPROVED 2006-07-12
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • WA RA
    APPROVED
    Since 2006-07-12

Branch Locations

302 S Sylvia St, Montesano, WA 98563 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward D. Jones & Co., L.P. Aberdeen WA 07/1998 Present
  • 07/1998 → Present
    Edward D. Jones & Co., L.P.
    Aberdeen, WA
Other Businesses

BPK Holdings, Inc Type of business: Real Estate Ownership Montesano, WA Start date: 6/28/2010 Member Hours per week: 1 Hours during trading: 0 None/Minority Owner * Tumble Creek Holdings LLC Type of business: Real Estate Holding Hoquiam, WA Start date: 9/10/2025 Member Hours per week: 0 Hours during trading: 0 As needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-07-05
S63 Uniform Securities Agent State Law Examination 1997-11-07
  • S65 Uniform Investment Adviser Law Examination
    2006-07-05
  • S63 Uniform Securities Agent State Law Examination
    1997-11-07
Designations

View on SEC IAPD

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