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Jacob Warren Parish

Geneos Wealth Management, Inc.

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About Jacob Warren Parish

Jacob Warren Parish is a registered investment advisor representative with Geneos Wealth Management, Inc. Jacob has been in the industry since May 22, 2009, and has been with Geneos Wealth Management, Inc. since December 2008. Jacob is registered to offer investment advice in Arizona, California, Colorado, Florida, New Mexico, Oregon, Texas, Utah, Virginia, and Washington. Jacob holds the Series 63, Series 65, Series 7, and SIE licenses.

Firm Information

Jacob Parish is currently registered with Geneos Wealth Management, Inc.. Geneos Wealth Management, Inc. is a corporation formed in April 2002 and headquartered in Englewood, Colorado. They are a registered investment advisor with the SEC and all 50 states. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals, businesses, and select other advisors. Geneos Wealth Management manages over $5.2 billion in assets for approximately 21,260 clients.
Geneos Wealth Management, Inc.

9635 MAROON CIRCLE

ENGLEWOOD, CO 80112

$5.21B

Assets Under Management

150

Total Clients

214

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Parish’s Registration & Firm History

AZ

10/27/2010 - Present

Geneos Wealth Management, Inc. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 07/07/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Warren Parish.
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