Jennifer Lynn Poe

Employer firm

Rbc Capital Markets, LLC CRD 31194

$310B regulatory AUM 1,893 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 11/2017
  Ubs Financial Services
  West Des Moines, IA
• 11/2017 → 06/2019
  Rbc Capital Markets, Llc
  Des Moines, IA
• 06/2019 → 03/2022
  U.S. Bancorp Investments, Inc.
  Des Moines, IA
• 03/2022 → Present
  Rbc Capital Markets, Llc
  Clive, IA

Previous Registrations

• 2019-06-13 → 2022-03-11
  U.S. Bancorp Investments, Inc.
  Des Moines, IA
• 2017-11-20 → 2019-06-12
  Rbc Capital Markets, Llc
  Clive, IA
• 2015-04-09 → 2017-11-29
  Ubs Financial Services Inc.
  West Des Moines, IA
• 2013-07-10 → 2015-03-19
  Northwestern Mutual Investment Services, Llc
  W Des Moines, IA
  Manchester, NH

Other Businesses

1) NAME OF ENTITY: Adel DeSoto Minburn High School Athletic Booster Club ADDRESS: 801 Nile Kinnick Dr S Adel, IA 50003 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Board Member - Sport Representative CAPACITY: Owner - Other / Board Member at large with Voting rights START DATE: 11/12/2023 DUTIES: Help raise funds and vote on how to allocate funds to the various sports affiliated with the school HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-05
• S63 Uniform Securities Agent State Law Examination
  2010-01-24

Other Names

• Jennifer Lynn Ellingson
• Jennifer Hall
• Jennifer Lynn Hall