Elijah Benfield Poe
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 JonesSep 2024 to now
- UnemployedJun 2024 to Aug 2024
- Appalachian State UniversityApr 2024 to May 2024
- Grant ThrontonJan 2024 to Mar 2024
- Appalachian State UniversityAug 2023 to Jan 2024
- Mount Vernon Baptist ChurchJun 2023 to Aug 2023
- Pact MarketingMay 2023 to Jun 2023
- Appalachian State UniversityAug 2022 to May 2023
- Pact MarketingMay 2022 to Aug 2022
- Appalachian State UniversityAug 2021 to May 2022
- Berry CollegeAug 2020 to Aug 2021
- Thomas Jefferson Classical AcademyAug 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7984881
- Firm CRD
- 250