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Jacques Frenkel

GENEVA FINANCIAL GROUP LLC·JACKSON, New Jersey
SIE, Series 3, Series 7, Series 9, Series 10, Series 63, Series 65Clean record24 years registeredGENEVA 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 · 24 years registered
Brand Profile
Not yet started
01

Career History

GENEVA FINANCIAL GROUP
Jul 2024 – present
B. RILEY WEALTH ADVISORS, INC.
Sep 2016 – Jun 2024
JACKSON, NJ
BOLTON GLOBAL ASSET MANAGEMENT
Aug 2010 – Sep 2016
LAKEWOOD, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Feb 2004 – Aug 2010
LAKEWOOD, NJ
CITIGROUP GLOBAL MARKETS INC.
May 2002 – Mar 2004
TOMS RIVER, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 9
Series 10
Series 63
Series 65
Registration record
First registered · May 6, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GENEVA FINANCIAL GROUP LLC
CRD 331944 · SEC 801-130720
AUM
$155M
Regulatory assets under management
Employees
1
65 client accounts
Services offered by GENEVA FINANCIAL GROUP LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at GENEVA FINANCIAL GROUP LLC →
Introduction

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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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Nearby cities in New Jersey
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Research
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