James Poole (CRD# 2783886) is an Investment Advisor Representative working at Standfast Asset Management, LLC in Jacksonville Beach, FL and has over 27 years of experience in the finance industry.
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6562089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Southeast Insurance Consultants | Jacksonville Beach, FL | Apr 2015 - Current | 9 |
| Standfast Asset Management, LLC | Ponte Vedra Beach, FL | Jun 2006 - Current | 17 |
| Insuramerica Of Florida | Jacksonville, FL | Aug 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- FL
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts228ACCOUNTS
-
Average Account Value$343,961
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
FL, NJ
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