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).
Current Firm Details
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts320ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MN, TX
Financial Advisors at Jim Poe & Associates, Inc.
1
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.
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