Forest City, NC Butler Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,148 offices

Location

351 Butler Road

Forest City NC 28043

Advisors at this office

3

Advisors at this office

Joshua P

Series 66

Forest City, NC

Edward Jones

Joshua Poe is a financial advisor with Edward Jones in Forest City, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at various companies including Thomas Jefferson Classical Academy and Fraser Enterprises. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services through a large national network of financial advisors and operates under a fiduciary standard.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Military & Veterans Religious/faith focused
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Elijah P

Series 66

Forest City, NC

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Gregory P

Series 66

Forest City, NC

Edward Jones

Gregory Poe is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved with Community Bible Study Eswatini and drives a van for a local transportation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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