Jeff Walter Poole
Investment adviser representative at Wealth Analytics Partners, LLC
17 yearsExperience
2 statesRegistered in
$316MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Wealth Analytics Partners, LLCMar 2017 to now
- Fidelity Brokerage ServicesOct 2009 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wealth Analytics Partners, LLC
$316MAssets managed
184Clients
5Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2953212
- Firm CRD
- 140115