Jeffrey Poling
Jeffrey Poling is a registered investment advisor at Ingham Retirement Group, based in Brentwood, TN, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,056 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and typically range from 0.05% to 1.50% based on factors such as account size and complexity.
Fee Estimator
Location
5200 Maryland Way, Brentwood, TN, 37027
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent with First Protective since 2011, dedicating minimal time to this role. He also works with ProEquities Inc. as an investment advisor and sells life insurance, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Ingham Retirement Group
Daybright Advisory Services, INC.
Previous Registrations
Investment Advisors
Proequities, INC.Broker
LPL Financial LLCBroker
State Registrations8 states
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
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