John KieferCRD Number: 4430627
Current Firm: Geneos Wealth Management, Inc.
John Kiefer (CRD# 4430627) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Schuylkill Haven, PA and has over 6 years of experience in the finance industry.
Kaufman Advisory Services, Inc.
Msi Financial Services, Inc.
Connors Investor Services Inc.
|Geneos Wealth Management||Schuylkill Haven, PA||Aug 2011 - Current||6|
|Kiefer Investment Services||Schuylkill Haven, PA||Aug 2011 - Current||6|
|Unemployed||Whitehall, PA||Nov 2010 - Aug 2011||< 1|
|The Sustainable Fund||Allentown, PA||Oct 2010 - Nov 2010||< 1|
|Mcqueen, Ball And Assoc||Bethlehem, PA||Oct 2007 - Jun 2010||2|
|Unemployed||Coplay, PA||Jul 2007 - Oct 2007||< 1|
|Quakertown National Bank||Quakertown, PA||Feb 2006 - Jul 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management2,024MILLIONS
Total Number of Accounts10,968ACCOUNTS
Average Account Value$184,545
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV