Jeff Poole

Jeff Poole has over 19 years of experience in the investment services industry. A graduate of Chapman University in Business Administration and a licensed investment professional, Jeff specializes in portfolio asset allocation and risk analysis. He is an active volunteer in multiple community outreach programs, including Family Assistance Ministries and Boy Scouts of America. Jeff enjoys family time with his wife and three kids where they currently reside in San Clemente, CA.

Jeff Poole has over 19 years of experience in the investment services industry. A graduate of Chapman University in Business Administration and a licensed investment professional, Jeff specializes in portfolio asset allocation and risk analysis. He is an active volunteer in multiple community outreach programs, including Family Assistance Ministries and Boy Scouts of America. Jeff enjoys family time with his wife and three kids where they currently reside in San Clemente, CA. See less