JP
CFP
JP
CFP

John Poole

25 Years of Experience
Homewood, AL
Broker

John Poole is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Homewood, AL, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

600 University Park Place, Suite 130 & 175, Homewood, AL, 35209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John owns 100% of Village Wealth Management LLC, a financial practice. He spends about a quarter of his time on this, and 100 hours per month during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
March 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2005 - March 2024 · 18 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
April 2005 - March 2024 · 18 yrs 11 mos
Southtrust Securities, LLCBroker
September 2000 - April 2005 · 4 yrs 7 mos
State Registrations19 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.