JP
JP

Jeffrey F. Poling

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
1,049 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$100K
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Location

5200 Maryland Way, Brentwood, TN, 37027

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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 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
July 2022 - Present · 3 yrs 7 mos
Daybright Advisory Services, INC.
February 2017 - Present · 9 yrs
Previous Registrations
Investment Advisors
April 2012 - February 2017 · 4 yrs 10 mos
Proequities, INC.Broker
April 2011 - February 2017 · 5 yrs 10 mos
LPL Financial LLCBroker
August 2010 - April 2011 · 8 mos
State Registrations8 states
CACOFLMDNCNYTNTX
Advisor
Exams
No exam information available for this advisor.