Jakob
Webel
Geneos Wealth Management, Inc
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About this Advisor
Jakob Webel is a financial advisor based in Mesa, Arizona, working with Geneos Wealth Management, Inc. Jakob has previously held positions at Keybank, Key Investment Services LLC, Word Of Life Fellowship, Nys Unemployment, Menards, Champion Pump Co Inc, Willo'Dell Nursery Inc, Papa John'S International, Full Time Student, Sticks And Stones, Geneos Wealth Management, Generational Wealth Planning, and Geneos Wealth Management Inc. Jakob has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Jakob is part of Geneos Wealth Management, Inc, which operates out of Mesa, Arizona. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,163,064,970
200
21,980
$234,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jakob Webel Work History
Geneos Wealth Management Inc
Generational Wealth Planning
Geneos Wealth Management
Generational Wealth Planning
Key Investment Services LLC
Sticks And Stones
Keybank
Nys Unemployment
Word Of Life Fellowship
Menards
Word Of Life Fellowship
Champion Pump Co Inc
Willo'Dell Nursery Inc
Papa John'S International
Full Time Student
Disclosures
Please visit the SEC profile of Jakob Webel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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