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Gregory Scott Poe

Edward Jones

Forest City, NC

CRD 6218386

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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_RES 2019-01-17
NC RA APPROVED 2013-10-28
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • NC RA
    APPROVED
    Since 2013-10-28

Branch Locations

351 Butler Road, Forest City, NC 28043 • 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 Jones St Louis MO 07/2013 Present
Other Businesses

Community Bible Study Eswatini Forest City, NC Start date: 1/1/2020 Missionary Hours per week: 0 Hours during trading: 0 I do receive reimbursement for travel expenses. Donations are made to the ministry and the ministry reimburses me for travel expenses. * Van In Black Type of business: Transportation Bostic, NC Start date: 1/2/2024 Driver Hours per week: 0 Hours during trading: 0 Desc: Driving a van for tours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-30
  • S66 Uniform Combined State Law Examination
    2013-08-30
Other Names
  • Gregory Scott Poe

View on SEC IAPD

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