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Joshua Robert edwin Post

Investment adviser representative at Edward Jones
17 yearsExperience
2 statesRegistered in
ChFC®Designation
$1TFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Edward JonesAug 2021 to now
  2. W&s Brokerage ServicesJan 2019 to Aug 2021
  3. Western Southern LifeDec 2018 to Aug 2021
  4. HuntingtonDec 2017 to Dec 2018
  5. MassmutalMay 2017 to Jan 2018
  6. MML Investors ServicesMay 2017 to Jan 2018
  7. JP Morgan Chase BankJul 2016 to Mar 2017
  8. JP Morgan Securities, LLCJul 2016 to Mar 2017
  9. Salem Community CenterAug 2014 to Nov 2016
  10. Kent State UniversityMay 2009 to Dec 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6591359
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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