Jaela MaatCRD Number: 7381931
Current Firm: Generational Wealth Management
Jaela Maat (CRD# 7381931) is an Investment Advisor Representative working at Generational Wealth Management in Zeeland, MI and has 1 year of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Clearing Services, LLC
Stewardship Advisory Group, LLC
|Private Client Services||Zeeland, MI||May 2022 - Current||< 1|
|Gen-wealth Partners, Inc.||Zeeland, MI||Dec 2021 - Current||< 1|
|Gen-wealth Partners, Inc.||Zeeland, MI||May 2021 - Current||1|
|Akjay Enterprises, LLC||Wyoming, MI||Apr 2019 - May 2021||2|
|Maat Produce, Inc.||Holland, MI||Jun 2014 - Apr 2019||4|
|Full Time Education||Holland, MI||Nov 2011 - Jun 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management187MILLIONS
Total Number of Accounts1,214ACCOUNTS
Average Account Value$154,221
- 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
- Selection of other advisers (including private fund managers)
FL, IN, MI, TX, VA
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