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Jacques Frenkel

GENEVA FINANCIAL GROUP LLC·JACKSON, New Jersey
Clean recordGENEVA FINANCIAL GROUP LLC
2060 W. COUNTY LINE RD, JACKSON, NJ 08527CRD# 2478034Firm CRD# 331944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacques Frenkel · JACKSON, NJ
Registration
CRD #2478034 · GENEVA FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacques Frenkel is a registered financial advisor based in JACKSON, New Jersey, affiliated with GENEVA FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
GENEVA FINANCIAL GROUP LLC
GENEVA FINANCIAL GROUP
AUM
$155M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GENEVA FINANCIAL GROUP LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2478034
Firm CRD# 331944
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacques Frenkel offer?
Jacques Frenkel specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, New Jersey for a consultation.
What are Jacques Frenkel's credentials?
Jacques Frenkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacques Frenkel located?
Jacques Frenkel is based in JACKSON, New Jersey, working with GENEVA FINANCIAL GROUP LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Jacques Frenkel charge for services?
Jacques Frenkel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENEVA FINANCIAL GROUP LLC?
GENEVA FINANCIAL GROUP LLC has approximately 1 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
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Research
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