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Jeff Walter Poole

Chief Compliance OfficerWealth Analytics Partners, LLCCRD 2953212

About Jeff Walter Poole

Jeff Walter Poole is listed as Chief Compliance Officer at Wealth Analytics Partners, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%. Jeff Walter Poole is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Wealth Analytics Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeff Walter Poole work?

Jeff Walter Poole is listed as Chief Compliance Officer at Wealth Analytics Partners, LLC on SEC Form ADV.

How much of Wealth Analytics Partners, LLC does Jeff Walter Poole own?

Form ADV reports a beneficial ownership band of Under 5%.

Wealth Analytics Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2019
View Wealth Analytics Partners, LLC →

Wealth Analytics Partners, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2019
View Wealth Analytics Partners, LLC →