Gino Poli
Investment adviser representative at Pendulum Wealth Partners
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$282.8MFirm assets
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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
Experience
9 years in the industry.
- Pendulum Wealth PartnersMay 2025 to now
- Ejmk Ventures LLC d/b/a Pendulum Wealth PartnersMay 2025 to now
- Ameriprise Financial Services, LLCFeb 2025 to May 2025
- A.G.P. / Alliance Global PartnersFeb 2021 to Jan 2025
- J.P. Morgan Securities LLCOct 2019 to Feb 2021
- JPMorgan Chase Bank, N.A.Sep 2019 to Feb 2021
- Engs Commercial Finance Co.Jul 2019 to Aug 2019
- AXA Advisors, LLCMay 2018 to Jun 2019
- LPL Fibonacci Wealth AllianceJan 2017 to May 2018
- Mcdonald's (randstad)Dec 2016 to Apr 2017
- Illinois State UniversityAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pendulum Wealth Partners
Legal name: Ejmk Ventures LLC
$282.8MAssets managed
274Clients
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
- 6945254
- Firm CRD
- 335762