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James Gregory Poole

Standfast Asset Management, LLC

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About James Gregory Poole

James Gregory Poole is a registered investment advisor representative with Standfast Asset Management, LLC, based in Jacksonville Beach, Florida. James has been in the industry since 1997 and has a strong background in securities and investment advisory services. Previously James was registered with Cambridge Investment Research, Inc., Tower Square Securities, Inc., Walnut Street Securities, Inc., and NYLIFE Securities Inc. James holds Series 6, 7, 63, and 66 licenses. James offers portfolio management services for individuals and businesses.

Firm Information

James Poole is currently registered with Standfast Asset Management, LLC. Standfast Asset Management, LLC is an investment advisory firm that offers general consulting services, pension consulting, and portfolio management for individuals and businesses. They manage approximately $78.4 million in assets for 228 clients.

$78.42M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Poole’s Registration & Firm History

FL

06/30/2006 - Present

Standfast Asset Management, LLC (JACKSONVILLE BEACH FL)

FL

08/19/2002 - 12/31/2007

CAMBRIDGE INVESTMENT RESEARCH, INC. (PONTE VEDRA BEACH FL)

CA

11/27/2001 - 08/15/2002

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

CA

05/13/1998 - 11/30/2001

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

04/09/1997 - 03/03/1998

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/04/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/08/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Gregory Poole.
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