Jeff Walter Poole

27 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

Wealth Analytics Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

168 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$283.2M

Fee Structure

Minimum Investment:$1M

Location

12730 High Bluff Dr, Suite 260, San Diego, CA, 92130

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

August 2015

Settled

Customer Dispute

March 2009

Denied

View Full SEC Report How to Read Disclosures

Other Business Activities

Jeff is a book author since 2011, writing and selling books that are non-financial in nature. This activity requires minimal time.

Employment History

Current Registrations

Wealth Analytics Partners, LLC

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Strategic Advisers, INC.

October 2009 - March 2017 · 7 yrs 5 mos

Fidelity Brokerage Services LLCBroker

October 2009 - March 2017 · 7 yrs 5 mos

CUNA Brokerage Services, INC.

February 2009 - October 2009 · 8 mos

CUNA Brokerage Services, INC.Broker

February 2009 - October 2009 · 8 mos

Banc of America Investment Services, INC.

April 2005 - December 2008 · 3 yrs 8 mos

Banc of America Investment Services, INC.Broker

April 2005 - December 2008 · 3 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

June 1998 - April 2005 · 6 yrs 10 mos

Merrill Lynch Pierce Fenner & Smith INC.

July 1997 - April 2005 · 7 yrs 9 mos

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.