Jack GenereauxCRD Number: 7059848
Current Firm: Ameriprise Financial Services, LLC
Jack Genereaux (CRD# 7059848) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Mckinley Money, LLC
Robert W. Baird & Company Incorporated
|Ameriprise Financial Services, LLC||Altoona, WI||Jan 2019 - Current||4|
|American Insurance Agency||Eau Claire, WI||Jun 2018 - Jan 2019||< 1|
|Butternut Hills Golf Course||Sarona, WI||Jun 2012 - Jun 2018||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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