Jacques
Frenkel
Geneva Financial Group
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About this Advisor
Jacques Frenkel is a financial advisor based in Jackson, New Jersey, working with Geneva Financial Group. Jacques has previously held positions at Delta Equity Services, Delta Global Asset Management, National Securities Corporation, B. Riley Wealth Advisors, Inc, B. Riley Wealth Management, Geneva Financial Group, LLC, Gfg Realty LLC, Geneva Realty LLC, and Gfg Group LLC. Jacques has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and New York. Currently, Jacques is part of Geneva Financial Group, which operates out of Jackson, New Jersey. The firm has 2 employees and manages assets totaling $188.1 million. Geneva Financial Group serves high-net-worth clients and offers services such as portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Geneva Financial Group is asset-based.
Certifications and Registrations
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Geneva Financial Group Brokerage Details
$188,109,100
2
71
$2,649,424
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jacques Frenkel Work History
Geneva Financial Group, LLC
Gfg Group LLC
Gfg Realty LLC
Geneva Realty LLC
B. Riley Wealth Management
National Securities Corporation
B. Riley Wealth Advisors, Inc
Delta Equity Services
Delta Global Asset Management
Disclosures
Please visit the SEC profile of Jacques Frenkel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneva Financial Group
Jackson, NJ
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