Timothy Jefferson Power
Investment adviser representative at Balance Wealth
10 yearsExperience
1 stateRegistered in
$386.7MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Balance Wealth, LLCJan 2024 to now
- Wealthsource Partners, LLCMar 2022 to Jun 2024
- Wealthsource Partners, LLCMar 2021 to Feb 2022
- Surepath Wealth Management LLCJul 2016 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Balance Wealth
Legal name: Balance Wealth Partners LLC
$386.7MAssets managed
553Clients
9Advisers
1 yearIn 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
- 4746589
- Firm CRD
- 329589