Jeffrey F. Poling

DAYBRIGHT ADVISORY SERVICES

BRENTWOOD, TN 37027

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CRD#: 5766941

Professional summary

Jeffrey F. Poling, AIF®, who also goes by Jeff F Poling Mr, Jeff F Poling, Jeff Poling, is a registered financial advisor currently at DAYBRIGHT ADVISORY SERVICES, INC. located in Brentwood, Tennessee and INGHAM RETIREMENT GROUP located in Brentwood, Tennessee.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff F Poling Mr | Jeff F Poling | Jeff Poling

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.

First Protective POSITION: Insurance AGENT NATURE: INSURANCE RELATED: YES NUMBER OF HOURS: 1 HOUR(S): START DATE: 04/2011 ADDRESS: 104 EAST MAIN STREET, LEBANON TN 37087 DESCRIPTION: INSURANCE PROEQUITIES INC POSITION: Investment Advisor NATURE: Investments/Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 3 START DATE: 01/03/2011 ADDRESS: 2432 West Clay Drive, Lebanon TN 37087 DESCRIPTION: Sell life insurance to people who need it

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey F. Poling'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

February 24, 2017 - Present

DAYBRIGHT ADVISORY SERVICES, INC.

Office #1: 5200 Maryland Way, Brentwood, TN 37027

RIA

CRD#: 133795

BRENTWOOD, TN

Current

July 13, 2022 - Present

INGHAM RETIREMENT GROUP

Office #1: 5200 Maryland Way Suite 310, Brentwood, TN 37027

RIA

CRD#: 106299

Brentwood, TN

Past

April 16, 2012 - February 10, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

LEBANON, TN

Past

April 29, 2011 - February 10, 2017

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

LEBANON, TN

Past

August 11, 2010 - April 19, 2011

LPL FINANCIAL LLC

CRD#: 6413

LEBANON, TN

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".

DAYBRIGHT ADVISORY SERVICES, INC.

DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA

Registered Investment Advisory firm - (4/16/2015 Approved)

Tennessee

Registered Investment Advisory firm - (9/3/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/13/2022)

IAR

Colorado
(7/15/2022)

IAR

Florida
(9/14/2022)

IAR

Maryland
(7/13/2022)

IAR

New York
(7/15/2022)

IAR

North Carolina
(7/19/2022)

IAR

Tennessee
(2/24/2017)

IAR

Texas
(8/16/2018)

IAR

Texas
(7/13/2022)

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 65

Date: 4/12/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2010

General Securities Representative Examination

Current Firm

DAYBRIGHT ADVISORY SERVICES, INC.

DAYBRIGHT ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES, INC. | TRPC ADVISORY SERVICES | THE RETIREMENT PLAN COMPANY, LLC

CRD#: 133795 / SEC#: 801-93173

RIA

Registered Investment Advisory firm - (4/16/2015 Approved)

Tennessee

Registered Investment Advisory firm - (9/3/2015 Terminated)

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Contact information

Main Address

9350 South Dixie Highway Suite 1560, Miami, FL 33156

Mailing Address

P.o.box 50, Lakeland, FL 33802

Phone number

(305) 671-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAYBRIGHT ADV PART 2A DISCLOSURE BROCHURE (8/5/2025)

Regulatory assets under management

Total Number of Accounts	2,170
AUM (Assets Under Management)	$ 4,212,361,531

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/09/2025	Cover Page	Report
01/22/2024	Cover Page	Report
12/22/2022	Cover Page	Report

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.

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Jeffrey F. Poling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey F. Poling's CRS (Customer Relationship Summary).

Certified licenses

Experience

INGHAM RETIREMENT GROUP

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

DAYBRIGHT ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2012

Series 63

Date: 9/10/2010

SIE

Date: 2/10/2017

Series 7

Date: 8/10/2010

Current Firm

DAYBRIGHT ADVISORY SERVICES, INC.

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAYBRIGHT ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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