J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
20yrs
John Poling is a fiduciary financial advisor in Miami, Florida, with 20 years in the industry. After ten years at Merrill and three years at Banc of America Investment Services, John joined Sanctuary Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. John holds the CFP® designation.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 74% of advisors in Miami
Office1450 Brickell Avenue Suite 2120, Miami, FL 33131
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.62 million
Advisors at the firm400
States licensed ?1 state
Services through Sanctuary Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowSanctuary Advisors, LLCCurrent firm
- 2009 – 2019MerrillPreviously
- 2006 – 2009Banc of America Investment Services, Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Sanctuary Advisors at (317) 975-7729 and ask for John Poling. John works from the Miami, FL office.
How long has John been a financial advisor?
John has been in the industry since 2006, about 20 years. More experience than 74% of advisors in Miami.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Sanctuary Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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