Carlos Jacob Poblano

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2024 → 06/2025
  Mai Capital Management
  Cleveland, OH
• 07/2023 → 06/2025
  Treloar & Heisel
  New Castle, PA
• 02/2023 → 07/2023
  Postino
  Tucson, AZ
• 08/2021 → 02/2023
  Farmers Insurance
  Tucson, AZ
• 06/2022 → 08/2022
  Equitable Advisors
  Tucson, AZ
• 06/2021 → 07/2021
  Northwestern Mutual
  Tucson, AZ
• 01/2021 → 06/2021
  Cheesecake Factory
  Tucson, AZ
• 10/2018 → 01/2021
  Sullivans Eatery & Creamery
  Tucson, AZ
• 10/2014 → 10/2018
  Full-Time Student
  Tucson, AZ
• 07/2025 → Present
  Eversource Wealth Advisors, Llc
  Tucson, AZ

Previous Registrations

• 2024-10-21 → 2025-07-16
  Mai Capital Management, Llc
  Cleveland, OH
  Tucson, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-01