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Elijah Benfield Poe

Advisor at Edward Jones — Forest City, NC Butler Road

Updated today

Credentials

Series 66

Experience

1 year

Location

Forest City, NC 28043

Edward Jones logo

Edward Jones

Institution

Total advisors

24,228

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Elijah Poe is a financial advisor at Edward Jones in Forest City, NC, holding the Series 66 designation with one year of industry experience. His work history includes roles at Edward Jones starting in 2024 as well as various positions at Appalachian State University, Grant Thornton, and in marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Forest City, NC Butler Road

351 Butler Road

Forest City NC 28043

Advisors at this office

3

Most active in

North Carolina · Texas

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Edward Jones

2024 - 2025 • 1 year

St Louis, MO

Unemployed

2024 - 2024 • 1 year

Boone, NC

Appalachian State University

2024 - 2024 • 1 year

Boone, NC

Grant Thronton

2024 - 2024 • 1 year

Charlotte, NC

Appalachian State University

2023 - 2024 • 1 year

Boone, NC

Mount Vernon Baptist Church

2023 - 2023 • 1 year

Forest City, NC

PACT Marketing

2023 - 2023 • 1 year

Charleston, SC

Appalachian State University

2022 - 2023 • 1 year

Boone, NC

PACT Marketing

2022 - 2022 • 1 year

Kansas City, MO

Appalachian State University

2021 - 2022 • 1 year

Boone, NC

Berry College

2020 - 2021 • 1 year

Mt. Berry, GA

Thomas Jefferson Classical Academy

2014 - 2020 • 6 years

Mooresboro, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph S

Series 65

Forest City, NC

OneSeven

Joseph Stenard is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and has worked with MGO One Seven LLC d/b/a Resolute Wealth Management since 2024. His background also includes involvement with the Knights of Columbus and a longstanding role at the University of New York dating back to 2008. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified portfolios with access to alternatives and private placements, employing a primarily long-term investment approach combined with internal due diligence and third-party platform support.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Gilberto C

Series 63, Series 65

Forest City, NC

Latitude Advisors, LLC

Gilberto Carmona is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 licenses and over 14 years of industry experience. He has worked at Latitude Advisors since 2018 and previously at GWN SECURITIES, Inc. Carmona is also involved in several business ventures, including serving as president of Carmona Business Solutions LLC and hosting the radio program "Gilbert Talks Taxes," which focuses on educating listeners about tax, accounting, and business issues. Latitude Advisors serves individuals, high-net-worth clients, and various institutional and corporate clients, providing financial planning, discretionary portfolio management, and pension consulting. The firm combines client objectives with in-house and external model strategies, employing valuation-driven and momentum-based approaches while managing most accounts on a discretionary basis.

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Bradford T

Series 63, Series 66

Forest City, NC

Commonwealth Financial Network

Bradford Thorne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Edward Jones and Horace Mann. Thorne is also co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including trading, technology, investment management, and compliance services. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bradley H

Series 66

Forest City, NC

Commonwealth Financial Network

Bradley Harrill is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and co-owns Avenor Wealth, LLC, a private securities and advisory firm based in Forest City, NC. Prior to his current roles, he worked at Edward Jones for eight years and Carolina Trust Bank for two years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a variety of managed-account programs, third-party asset manager access, and back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Tabitha M

Series 63, Series 66

Forest City, NC

Principal Financial Services

Tabitha Marks is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and First Citizens Asset Management. Outside of her advisory role, she owns and operates a family farm, Twin Creeks Farm, where livestock is sold. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charities. The firm offers direct advisory programs, financial planning, and access to third-party money managers through both adviser and promoter arrangements.

Retired Founder/Business Owner
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Tracy F

Series 63, Series 65

Forest City, NC

Commonwealth Financial Network

Tracy Faucette is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Commonwealth in 2025, Faucette spent 29 years at Edward D. Jones & Co., L.P. She is co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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