Jay Poole Email & Phone Number
Financial Advisor, RJFS @ Pentas Wealth Management
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Jay Poole Location
- Lake City, FL, US
Jay Poole Work
- 2015 -now Financial Advisor, RJFS @
- 2010 -2015 Financial Advisor @
- 2004 -2010 President @ EPH Management & Development
- 2001 -2004 Director, Franchise Services @
- 1998 -2001 Director, Sales and Marketing @ Pineapple Management Services
- 1993 -1996 Chaplain Assistant and Paratrooper @
Jay Poole Education
- The University of Georgia
Master of Science (MS in Financial Planning)
2020-2021 - Saint Leo University
Bachelor of Arts (B.A.) (Business Administration and Management, General)
Jay Poole Skills
- Traditional IRA
- Permanent Life Insurance
- 401k Rollovers
- Stocks
- Term Life Insurance
- Certificates Of Deposit
- Public Speaking
- 401k
- Bonds
- Roth IRA
- Strategy
- Retirement Planning
- Sales
- Mutual Funds
- Long Term Care Insurance
- Money Market
- Simple IRA
- 401k Planning
- 401 Planning
Jay Poole Summary
- Jay Poole, based in Lake City, FL, US, is currently a Financial Advisor, RJFS at Pentas Wealth Management. Jay Poole brings experience from previous roles at Edward Jones, EPH Management & Development, Choice Hotels International and Pineapple Management Services. Jay Poole holds a 2020 - 2021 Master of Science in MS in Financial Planning @ The University of Georgia. With a robust skill set that includes Traditional IRA, Permanent Life Insurance, 401k Rollovers, Stocks, Term Life Insurance and more. Jay Poole has 1 emails and 1 mobile phone numbers on RocketReach.
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