Timothy Jefferson Power
Investment Adviser Representative at Balance Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy Jefferson Power is an investment adviser representative with Balance Wealth in Worthington, OH, where they have been registered since 2024. They have worked in the securities industry since 2008 and have been registered with 5 firms, including Wealthsource® and Surepath Wealth Management. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- SurePath Wealth Management LLCJul 2016 – Apr 2021Austin, TX
- WealthSource Partners, LLCMar 2022 – Jun 2024Austin, TX
- Balance Wealth, LLCJan 2024 – no end date reportedAustin, TX
- WealthSource Partners, LLCApr 2021 – Feb 2022Austin, TX
- WealthSource Partners, LLCMar 2021 – Apr 2021Austin, TX
- WealthSource Partners, LLCMar 2021 – Mar 2021Austin, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Balance Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Balance Wealth offers comprehensive wealth management including financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning, all delivered as an integrated strategy by a team of fiduciary advisors.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Worthington, OH
- SEC file number:
- 801-131997
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 15, 2026
View full firm profileOther advisors at Balance Wealth
8 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Jefferson Power has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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