# JEFF WALTER POOLE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH ANALYTICS PARTNERS, LLC](https://search.stillhousedata.com/firm/140115) | 2017-08-23 | present | Yes |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2009-10-29 | 2017-03-06 | — |
| [CUNA BROKERAGE SERVICES, INC.](https://search.stillhousedata.com/firm/13941) | 2009-02-26 | 2009-10-12 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 2005-04-13 | 2008-12-12 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 1997-07-08 | 2005-04-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2953212)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2953212.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.