Jim Poe & Associates, Inc.

Jim Poe & Associates, Inc. (CRD# 140232) is a financial advisory firm headquartered in Fort Worth, TX. They manage $28,394,038 in 320 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • Average Account Value
    $88,731
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MN, TX

Financial Advisors at Jim Poe & Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ramon V. Aguirre
CRD#: 6118768
6000 Western Place, Suite 500, Fort Worth, TX 76107

Ramon Aguirre (CRD# 6118768) is an Investment Advisor Representative working at Jim Poe & Associates, Inc. in Fort Worth, TX and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.