Broker Check
Jeff Poole, CFP

Jeff Poole, CFP


Qualifications and Associations

• Years in practice: 2000

• Texas A&M University, 1992 graduate

• MBA from the University of Houston, 2000

• FINRA Series 7, 66, 24 • Life, Accident and Health Insurance License, Texas

• Katy Educational Foundation Board Member

• Management Development Award, 2013, 2014

• GAMA Frontline Leader Award, 2013

• Certificate of Achievement, Experienced Sales Force, 2012


About Jeff Poole

Helping individuals retire with the dignity they deserve. Jeff cares about each client’s situation, respects their assets, suggests solutions to address their concerns, monitors their progress and stays in touch. Jeff provides his clients with a broad range of investment and financial strategies to help accumulate and preserve assets. He specializes in Retirement Planning, Life Insurance, College Savings Accounts, Long-Term Care coverage and Brokerage Investments. Jeff joined Equitable as a Financial Consultant in 2008]. His vision and ability has led to long-term success and a reputation as a community leader in financial services. Jeff thrives when helping others grow professionally and quickly advanced to become a district manager; Building and mentoring a team of financial advisors who service the Houston area. During personal time, Jeff enjoys fitness, hunting, fishing and golf as well as serving as a board member on the Katy Educational Foundation. The Retirement Benefits Group (RBG) is a specialized division of Equitable Advisors that is proud to provide financial services to meet the retirement needs of those who serve and build our communities – nonprofit employees, educators and staff in public schools, colleges and universities; and hospital and municipal workers.


Why work with Equitable Advisors?

Equitable Advisors has been helping millions of individuals develop financial strategies since 1859. A premier provider of annuity and life insurance products, we’ve maintained our fundamental commitment to helping people build sound financial futures for over 150 years. Using our experience, we help people prepare for tomorrow while allowing them to enjoy life today. Helping clients manage over $540 billion in assets under management,* Equitable knows the ins and outs of identifying and implementing customized financial solutions. *As of 12-31-13. Assets under management for Equitable Life Insurance Company include the assets under management of an affiliate, Alliance Bernstein L.P


Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.