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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey John Stenroos is a financial advisor at Geneos Wealth Management, Inc. with over 40 years of experience in the industry. Jeffrey is registered with the state of Ohio as an Investment Advisor Representative and holds a Series 63, Series 65, Series 7, Series 24 and Series 31 license. Jeffrey is a Certified Financial Planner. Jeffrey's practice specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations. Jeffrey is also registered as an independent representative with various insurance carriers for fixed annuities.
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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2
OH
08/08/2013 - Present
Geneos Wealth Management, Inc. (AKRON OH)
OH
07/08/2003 - 12/13/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (AKRON OH)
AZ
05/19/1992 - 07/14/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
08/08/1988 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
11/04/1983 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
12/27/1984 - 08/09/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
04/02/1982 - 09/06/1983
FREDERICK T. CRETORS & CO., INC.
IA
Issued 09/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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