Jeff Walter Poole

Current Employers

Employment History

• 10/2009 → 03/2017
  Fidelity Brokerage Services
  Mission Viejo, CA
• 03/2017 → Present
  Wealth Analytics Partners, Llc
  San Diego, CA

Previous Registrations

• 2009-10-29 → 2017-03-06
  Strategic Advisers Llc
  Mission Viejo, CA
• 2009-02-26 → 2009-10-12
  Cuna Brokerage Services, Inc.
  San Juan Capistrano, CA
  Mission Viejo, CA
• 2005-04-13 → 2008-12-12
  Banc Of America Investment Services, Inc.
  Portland, OR
  Portland, OR
• 1997-07-08 → 2005-04-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, OR

Other Businesses

1) OAA#: 12663 | ORG NAME:BOOK AUTHOR - JEFF WALTER | ORG ADDR:SAN CLEMENTE, CA, US | NATURE OF BUS:BOOK WRITING (NON-FINANCIAL) | INVST REL:N | TITLE:AUTHOR | DUTIES:WRITING AND SELLING | START DT:01/03/2011 | TOTAL HRS P/M:1 | SEC TRDNG HRS P/M:0 2) RENTAL PROPERTY OWNER - PROPERTY LISTED ON VRBO. NOT INVESTMENT RELATED. COMPENSATION IS RENTAL INCOME.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-26

Other Names

• Jeffrey W Poole