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Managing Director - Marketing; Director · Todd Asset Management LLC

John S. Poole

CRD 4378386 · Named on Form ADV at one SEC-registered adviser

At a glance

Todd Asset Management LLC, an SEC-registered asset manager based in Louisville, KY with $6.2 billion in regulatory assets, lists John S. Poole on its Form ADV as Managing Director - Marketing; Director, a control person.

Firms and roles

  • Todd Asset Management LLCManaging Director - Marketing; DirectorAsset manager · Louisville, KY · $6.2B in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • James R. JenkinsChief Compliance Officer, CFO, Director, Todd Asset Management LLC
  • Curtiss M. ScottPresident, CIO, Director, Todd Asset Management LLC
  • Jennifer J. DossSecretary, COO, Todd Asset Management LLC
  • John J. WhiteSenior Portfolio Manager, Director of Research, Director, Todd Asset Management LLC
  • John C. HoldenSenior Portfolio Manager, Director, Todd Asset Management LLC

2 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.