Andrew Poston
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
General retirement planning
Occupation focus
Educators, Teachers, and Academics
Work history
Edward Jones
2025 - Present (1 year)
Self Employed
2023 - 2025 (2 years)
Rowan Salisbury School System
2022 - 2025 (3 years)
Cabarrus County Schools
2021 - 2022 (1 year)
Piedmont Sports Officials
2021 - Present (5 years)
Stanly County Schools
2019 - 2021 (2 years)
Rowan Salisbury Schools
2017 - 2017 (1 year)
Food Lion
2016 - 2016 (1 year)
The University of North Carolina at Charlotte
2016 - 2018 (2 years)
Dick's Sporting Goods
2015 - 2016 (1 year)
Self Employed
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Dustin V
Series 63, Series 66
Lexington, NC
Edward Jones
Kendra S
Series 66
Lexington, NC
Edward Jones
Jennifer S
CFP®, Series 63, Series 66
Lexington, NC
Edward Jones
Jarrod D
Series 66
Lexington, NC
Edward Jones
Ethan G
Series 66
Lexington, NC
Edward Jones
Raif T
Series 63, Series 66
Salisbury, NC
Edward Jones
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