John Kiefer, financial advisor Schuylkill Haven PA
90 score

John Kiefer

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Schuylkill Haven, PA Aug 2011 - Current 5
Kiefer Investment Services Schuylkill Haven, PA Aug 2011 - Current 5
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
Contact Info for John A. Kiefer
Phone Number: 303-785-8470
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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