Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jakob? Claim Your ProfileJakob Abraham Webel is an investment advisor representative with Geneos Wealth Management, Inc., a firm with a history of over 150 clients and over $5 Billion in assets under management. Jakob is licensed in Arizona and New York, and has experience working with individual investors, corporations, and charitable organizations. Jakob focuses on financial planning and investment management services. In addition to Jakob's experience with Geneos Wealth Management, Inc., Jakob previously held a position with Key Investment Services LLC in New York.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AZ
09/06/2023 - Present
Geneos Wealth Management, Inc. (Mesa AZ)
NY
11/23/2022 - 06/07/2023
KEY INVESTMENT SERVICES LLC (QUEENSBURY NY)
IA
Issued 08/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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