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Jodee May Brubaker-Rager

GENEOS WEALTH MANAGEMENT, INC.·ENGLEWOOD, Colorado
SIE, Series 4, Series 7, Series 14, Series 24, Series 63, Series 99TOGENEOS WEALTH MANAGEMENT, INC.
9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 1888958Firm CRD# 120894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jodee May Brubaker-Rager · ENGLEWOOD, CO
Registration
CRD #1888958 · GENEOS WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 14
Series 24
Series 63
Series 99TO
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
GENEOS WEALTH MANAGEMENT, INC.
CRD 120894 · SEC 801-62331
AUM
$5.2B
Regulatory assets under management
Employees
200
21,260 client accounts
Services offered by GENEOS WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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04

Frequently Asked Questions

What services does Jodee May Brubaker-Rager offer?
Jodee May Brubaker-Rager specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Jodee May Brubaker-Rager's credentials?
Jodee May Brubaker-Rager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jodee May Brubaker-Rager located?
Jodee May Brubaker-Rager is based in ENGLEWOOD, Colorado, working with GENEOS WEALTH MANAGEMENT, INC.. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Jodee May Brubaker-Rager charge for services?
Jodee May Brubaker-Rager's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENEOS WEALTH MANAGEMENT, INC.?
GENEOS WEALTH MANAGEMENT, INC. has approximately 200 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENEOS WEALTH MANAGEMENT, INC.

Dean Allen Rager
ENGLEWOOD, CO
Jeffrey Wright Helms
ENGLEWOOD, CO
CFA
Raymond Corey Olson
ENGLEWOOD, CO
Russell Rhine Diachok
ENGLEWOOD, CO
Ryan Wesley Diachok
ENGLEWOOD, CO

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