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Managing Member/chief Executive Officer/chief Compliance Officer · Geneva Financial Group

Jacques Frenkel

CRD 2478034 · Named on Form ADV at one SEC-registered adviser

At a glance

Geneva Financial Group, an SEC-registered wealth manager based in Lakewood, NJ with $234 million in regulatory assets, lists Jacques Frenkel on its Form ADV as Managing Member/chief Executive Officer/chief Compliance Officer, a control person.

Firms and roles

  • Geneva Financial GroupManaging Member/chief Executive Officer/chief Compliance OfficerWealth manager · Lakewood, NJ · $234M in regulatory assets

AtlasMembers

Jacques’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacques’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.