Jacob Parish, financial advisor Scottsdale AZ
93 score

Jacob Parish

CRD Number: 5631459
Current Firm: Geneos Wealth Management, Inc.

Jacob Parish (CRD# 5631459) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Everbank Scottsdale, AZ Jul 2009 - Current 7
Schooner Financial Associates Scottsdale, AZ Dec 2008 - Current 8
Geneos Wealth Management Scottsdale, AZ Dec 2008 - Current 8
Casino Arizona Scottsdale, AZ Aug 2006 - Dec 2008 2
Office Max Phoenix, AZ May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2009
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Jacob W. Parish
Phone Number: 303-785-8470
Registered State(s):
  • AZ
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
93
Clean Record
This advisor has a clean track record with regulators.

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