James Poole
James Poole is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Moultrie, GA, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
27 E Central Ave, Moultrie, GA, 31768
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the Chair of the Board of Directors for Belmont Academy, a charter school, dedicating a few hours per week. He also serves as an Officer (Vice President) at Pentas Wealth Management, spending about half his time meeting with prospects and clients to provide investment advice.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations10 states
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