Jennifer W. Poole
Professional summary
Jennifer White Poole, who also goes by Jennifer White Nelson, Jennifer W Poole, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Cedar Park, Texas.
Jennifer is registered as a RR (Registered Representative) and started their career in finance in 1983. Jennifer has worked at 6 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jennifer White Poole's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 1, 2019 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3001 Glacier Pass Lane, Cedar Park, TX 78613Office #2: 3727 Rainbow Dr., Rainbow City, AL 35906June 21, 2017 - November 7, 2019
AMERITAS INVESTMENT COMPANY, LLC
January 4, 2006 - June 21, 2017
CCF INVESTMENTS, INC.
September 25, 2000 - December 31, 2005
THE LEADERS GROUP, INC.
July 29, 1998 - October 19, 2000
WMA SECURITIES, INC.
May 9, 1983 - August 7, 1998
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/7/2019)
(2/23/2024)
(10/26/2023)
(11/1/2019)
(8/14/2025)
(1/13/2025)
(4/6/2021)
(1/16/2024)
(2/23/2024)
Exams
FINRA
Current Firm
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| ROLLINS, EDDIE THOMAS | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT | 1523500 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
