JEFF WALTER POOLE is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with WEALTH ANALYTICS PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ANALYTICS PARTNERS, LLC | 2017-08-23 | present | Yes |
| STRATEGIC ADVISERS LLC | 2009-10-29 | 2017-03-06 | — |
| CUNA BROKERAGE SERVICES, INC. | 2009-02-26 | 2009-10-12 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2005-04-13 | 2008-12-12 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1997-07-08 | 2005-04-14 | — |