Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jodee? Claim Your ProfileJodee Brubaker-rager has been in the financial industry for over 30 years and is currently a Registered Representative and Principal at Geneos Wealth Management, Inc., based in Englewood, Colorado. With extensive experience in the securities industry, Jodee has served clients with a wide range of financial needs, including corporations, individuals, and charitable organizations. Jodee is dedicated to providing personalized financial guidance and wealth management solutions, leveraging her expertise and commitment to her clients' success.
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
CO
06/25/2002 - Present
Geneos Wealth Management, Inc. (Englewood CO)
CO
04/06/1999 - 06/21/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
CO
09/27/1993 - 04/01/1999
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
BC
Issued 10/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/04/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/13/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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