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
- Financial Advisor, RJFS @ (August 2015 - Present)
- Financial Advisor @ (July 2010 - July 2015)
- President @ EPH Management & Development (September 2004 - April 2010)
- Director, Franchise Services @ (October 2001 - August 2004)
- Director, Sales and Marketing @ Pineapple Management Services (March 1998 - October 2001)
- Chaplain Assistant and Paratrooper @ (January 1993 - October 1996)
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
- 401(k) Planning
- Bonds
- Long Term Care Insurance
- Mutual Funds
- Permanent Life Insurance
- Retirement Planning
- Roth IRA
- Stocks
- Term Life Insurance
- Traditional IRA
- 401k Rollovers
- Certificates Of Deposit
- Public Speaking
- 401k
- Strategy
- Sales
- 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 401(k) Planning, Bonds, Long Term Care Insurance, Mutual Funds, Permanent Life Insurance and more. Jay Poole has 1 emails and 1 mobile phone numbers on RocketReach.
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