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Jodie Lee Poe

Edward Jones

Oregon, WI

CRD 7225856

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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:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-21
WI RA APPROVED 2020-06-17
  • TX RA
    APPROVED
    Since 2020-08-21
  • WI RA
    APPROVED
    Since 2020-06-17

Branch Locations

165 W Netherwood Rd, Oregon, WI 53575 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2020 Present
Ssm - St Mary's Hospital Madison WI 02/2017 02/2020
Stoughton Hospital Stoughton WI 09/1998 01/2017
  • 02/2020 → Present
    Edward Jones
    St Louis, MO
  • 02/2017 → 02/2020
    Ssm - St Mary's Hospital
    Madison, WI
  • 09/1998 → 01/2017
    Stoughton Hospital
    Stoughton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-16
  • S66 Uniform Combined State Law Examination
    2020-06-16
Other Names
  • Jodie Lee Mueller

View on SEC IAPD

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