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Jeffrey F. Poling

Ingham Retirement Group

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About Jeffrey F. Poling

Jeffrey F. Poling is an Investment Advisor Representative with Ingham Retirement Group and Trpc Advisory Services. Jeffrey has been in the financial industry for over 10 years. His experience includes providing investment advice to individuals, families, and businesses. Jeffrey is also a licensed insurance agent. Jeffrey holds the Series 7, Series 63, and Series 65 licenses. He is registered to provide investment advice in California, Colorado, Florida, Maryland, New York, North Carolina, Tennessee, and Texas. Jeffrey specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Jeffrey Poling is currently registered with Ingham Retirement Group. Ingham Retirement Group is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm's main office is located in MIAMI, FL. Ingham Retirement Group provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Ingham Retirement Group

9350 SOUTH DIXIE HIGHWAY

MIAMI, FL 33156

$2.06B

Assets Under Management

8

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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percentage of assets

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

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Jeffrey Poling’s Registration & Firm History

TN

07/13/2022 - Present

Ingham Retirement Group (Brentwood TN)

TN

04/29/2011 - 02/10/2017

PROEQUITIES, INC. (LEBANON TN)

TN

08/11/2010 - 04/19/2011

LPL FINANCIAL LLC (LEBANON TN)

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Licenses & Designations

IA

Issued 04/12/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey F. Poling.
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