Joshua Robert Edwin Post

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2009 → 12/2017
  Kent State University
  Salem, OH
• 07/2016 → 03/2017
  Jp Morgan Chase Bank
  Louisville, OH
• 07/2016 → 03/2017
  Jp Morgan Securities, Llc
  Louisville, OH
• 08/2014 → 11/2016
  Salem Community Center
  Salem, OH
• 05/2017 → 01/2018
  Massmutal
  Youngstown, OH
• 05/2017 → 01/2018
  Mml Investors Services
  Youngstown, OH
• 12/2017 → 12/2018
  Huntington
  Salem, OH
• 12/2018 → 08/2021
  Western Southern Life
  Youngstown, OH
• 01/2019 → 08/2021
  W&S Brokerage Services
  Cincinnati, OH
• 08/2021 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2017-07-18 → 2017-12-19
  Mml Investors Services, Llc
  Boardman, OH

Exams

• S66 Uniform Combined State Law Examination
  2021-10-11
• S63 Uniform Securities Agent State Law Examination
  2016-06-27

Designations

• Chartered Financial Consultant

Other Names

• Joshua R Post
• Joshua Post
• Joshua Robert Edwin Post