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James Emory Poe

JIM POE AND ASSOCIATES INC.·FT. WORTH, Texas
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6040 CAMP BOWIE BLVD. SUITE 3, FT. WORTH, TX 76116CRD# 5085362Firm CRD# 140232
01

About

James Emory Poe is a registered financial advisor based in FT. WORTH, Texas, affiliated with JIM POE AND ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JIM POE AND ASSOCIATES INC.
JIM POE AND ASSOCIATES INC.
AUM
$43M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at JIM POE AND ASSOCIATES INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5085362
Firm CRD# 140232
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Emory Poe offer?
James Emory Poe specializes in Financial Planning, Investment Management. Contact their office in FT. WORTH, Texas for a consultation.
What are James Emory Poe's credentials?
James Emory Poe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Emory Poe located?
James Emory Poe is based in FT. WORTH, Texas, working with JIM POE AND ASSOCIATES INC.. Their office serves clients in the FT. WORTH metropolitan area and surrounding communities.
How does James Emory Poe charge for services?
James Emory Poe's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JIM POE AND ASSOCIATES INC.?
JIM POE AND ASSOCIATES INC. has approximately 6 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FT. WORTH
Dauphinais Marie Poe — JIM POE AND ASSOCIATES INC.John David Langston — PANTHER CAPITAL GROUP, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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