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Jeff Avery Pomerantz

Analog Capital Partners LLC

Houston, TX

Herndon, VA

CRD 7418971

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Employer firm

Analog Capital Partners LLC CRD 309636

$92.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Analog Capital Partners Llc

12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-03-03
  • VA RA
    APPROVED
    Since 2022-03-03

Branch Locations

12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States

Herndon, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Analog Capital Partners Llc Herndon VA 07/2021 Present
At&T Oakton VA 04/2002 04/2023
Other Businesses

1) Jeff A. Pomerantz, CPA; Investment-related - no; Address - 1635 Sadlers Wells Drive, Herndon, VA 20170; Nature of the other business - accounting and tax; Position/Title - Owner/Sole proprietor; Start date - 1978; approximate number of hours/month you devote to the other business 10-15 hrs/mo; number of hours you devote to the other business during securities trading hours 1hr/mo; Duties/Responsibilities- Prepare financial records and tax returns and related matters; 2) Shield Tax Services, LLC; Investment-related - no; Address - 1635 Sadlers Wells Drive, Herndon, VA 20170; Nature of the other business - tax resolution; Position/Title - Owner/Sole proprietor/President; Start date of your relationship - July 2021; approximate number of hours/month you devote to the other business 2hr/mo; number of hours you devote to the other business during securities trading hours - none; Duties/Responsibilities - Assist both individual and business taxpayers with resolving their tax issues with both Federal and State tax authorities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-26
  • S65 Uniform Investment Adviser Law Examination
    2022-02-26

View on SEC IAPD

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