Jeffrey F. Poling
Investment adviser representative at Daybright Advisory Services, Inc.
16 yearsExperience
2 statesRegistered in
$997.4MFirm assets
11 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.
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Daybright Advisory Services, Inc.Aug 2018 to now
- Trpc Advisory ServicesJan 2017 to now
- Proequities, IncApr 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Daybright Advisory Services, Inc.
$997.4MAssets managed
696Clients
16Advisers
11 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
- 5766941
- Firm CRD
- 133795