Unclaimed Profile

Jeff Walter Poole

WEALTH ANALYTICS PARTNERS, LLC·SAN DIEGO, California

SIE, Series 7, Series 6629 years registeredWEALTH ANALYTICS PARTNERS, LLC

12730 HIGH BLUFF DR, SAN DIEGO, CA 92130CRD# 2953212Firm CRD# 140115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Walter Poole · SAN DIEGO, CA

Registration

CRD #2953212 · WEALTH ANALYTICS PARTNERS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

WEALTH ANALYTICS PARTNERS, LLC

Aug 2017 – present

STRATEGIC ADVISERS, INC.

Oct 2009 – Mar 2017

MISSION VIEJO, CA

CUNA BROKERAGE SERVICES, INC.

Feb 2009 – Oct 2009

SAN JUAN CAPISTRANO, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Apr 2005 – Dec 2008

PORTLAND, OR

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jul 1997 – Apr 2005

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2015Customer Dispute·Settled

2009Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH ANALYTICS PARTNERS, LLC

CRD 140115 · SEC 801-66566

AUM

$238M

Regulatory assets under management

Employees

162 client accounts

Services offered by WEALTH ANALYTICS PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH ANALYTICS PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeff Walter Poole offer?

Jeff Walter Poole specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Jeff Walter Poole's credentials?

Jeff Walter Poole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Walter Poole located?

Jeff Walter Poole is based in SAN DIEGO, California, working with WEALTH ANALYTICS PARTNERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Jeff Walter Poole charge for services?

Jeff Walter Poole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ANALYTICS PARTNERS, LLC?

WEALTH ANALYTICS PARTNERS, LLC has approximately 6 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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