Jeff Poole, financial advisor San Diego CA

Jeff Poole

CRD Number: 2953212
Current Firm: Wealth Analytics Partners, LLC

Jeff Poole (CRD# 2953212) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Analytics Partners, LLC San Diego, CA Mar 2017 - Current 7
Fidelity Brokerage Services Mission Viejo, CA Oct 2009 - Mar 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeff W. Poole
Phone Number: 858-794-2100
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    238
    MILLIONS
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $1,467,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, TX

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