Timothy Jonathan Poole
Investment adviser representative at Sowell Management
11 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 yearsFirm in business
Are you Timothy Jonathan Poole? Claim your profile
Contact this firm
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
11 years in the industry.
- Sowell ManagementApr 2020 to now
- Apex Asset AdvisorsDec 2019 to now
- Raymond James Financial Services Advisors, Inc.Jan 2020 to Apr 2020
- Raymond James Financial Services, Inc.Jan 2020 to Apr 2020
- Merrill Lynch, Pierce, Fenner & Smith Inc.Aug 2009 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (AR).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 4800886
- Firm CRD
- 127145