A complete list of active advisors currently associated with John A.. Poole - Financial Advisor
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The firm provides personalized financial planning and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, and it also offers limited-scope hourly planning engagements. The brochure notes an initial exploratory meeting is provided at no charge and that the firm historically managed roughly $14 million for about 57 clients. The firm documents client objectives with investment policy statements and tailors portfolios primarily to no‑load or low‑load mutual funds and exchange‑traded funds, drawing on methods such as fundamental, technical and cyclical analysis. It charges asset-based fees and, while much of its reported management has been nondiscretionary, the firm states it can accept discretionary trading authority when clients authorize it. A distinctive element disclosed in the Brochure Supplement is that the principal also operates as a licensed insurance agent and tax preparer, which creates additional service capabilities and potential conflicts of interest that are disclosed in the brochure. The firm also disclosed an Order of Consent with a state securities division in March 2024 for failure to maintain copies of client agreements, a material regulatory matter the brochure highlights for prospective clients.
To learn more about the advisors currently working at John A.. Poole - Financial Advisor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hermitage, TN
| 37
|
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