Julia Poler
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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
12 years in the industry.
- Edward JonesJan 2026 to now
- UnemployedSep 2025 to Jan 2026
- Flywheel CentersApr 2025 to Sep 2025
- UnemployedJun 2022 to Apr 2025
- Enterprise Rent-a-carApr 2021 to Jun 2022
- UnemployedJan 2021 to Apr 2021
- Springhill Presbyterian ChurchFeb 2020 to Oct 2020
- Edward JonesJun 2019 to Jan 2021
- Full-time Student, Montana State UniversityAug 2018 to Nov 2020
- Self-employedOct 2017 to Aug 2018
- Student, Grays Harbor CollegeSep 2016 to Jun 2018
- Full-time Student, Montesano High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7125458
- Firm CRD
- 250