Jeff W. Poole

WEALTH ANALYTICS PARTNERS

San Diego, CA 92130

Some features on this profile are disabled

CRD#: 2953212

Professional summary

Jeff Walter Poole, who also goes by Jeffrey W Poole, is a registered financial advisor currently at WEALTH ANALYTICS PARTNERS, LLC located in San Diego, California.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeff has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey W Poole

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Walter Poole's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 23, 2017 - Present

WEALTH ANALYTICS PARTNERS, LLC

Office #1: 12730 High Bluff Dr Suite 260, San Diego, CA 92130

RIA

CRD#: 140115

San Diego, CA

Past

October 29, 2009 - March 6, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MISSION VIEJO, CA

Past

October 22, 2009 - March 6, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MISSION VIEJO, CA

Past

February 26, 2009 - October 12, 2009

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

SAN JUAN CAPISTRANO, CA

Past

February 25, 2009 - October 12, 2009

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

SAN JUAN CAPISTRANO, CA

Past

April 13, 2005 - December 12, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

PORTLAND, OR

Past

April 12, 2005 - December 12, 2008

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

PORTLAND, OR

Past

June 3, 1998 - April 14, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 8, 1997 - April 14, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH ANALYTICS PARTNERS, LLC

CRD#: 140115 / SEC#: 801-66566

RIA

Registered Investment Advisory firm - (5/3/2006 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/23/2017)

IAR

Texas
(11/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/26/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/1998

General Securities Representative Examination

Current Firm

WEALTH ANALYTICS PARTNERS, LLC

CRD#: 140115 / SEC#: 801-66566

RIA

Registered Investment Advisory firm - (5/3/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12730 High Bluff Dr Suite 260, San Diego, CA 92130

Mailing Address

Phone number

(858) 794-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH ANALYTICS PARTNERS, LLC ADV BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	440
AUM (Assets Under Management)	$ 283,245,045

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.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeff W. Poole

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Walter Poole's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

WEALTH ANALYTICS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/26/2000

SIE

Date: 3/6/2017

Series 7

Date: 6/2/1998

Current Firm

WEALTH ANALYTICS PARTNERS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH ANALYTICS PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors