President & Chief Compliance Officer · Geneos Wealth Management, Inc.
Jodee May Brubaker-Rager
CRD 1888958 · Named on Form ADV at one SEC-registered adviser
At a glance
Geneos Wealth Management, Inc., an SEC-registered broker-dealer firm based in Englewood, CO with $9.2 billion in regulatory assets, lists Jodee May Brubaker-Rager on its Form ADV as President & Chief Compliance Officer, a control person.
Firms and roles
- Geneos Wealth Management, Inc.President & Chief Compliance OfficerBroker-dealer firm · Englewood, CO · $9.2B in regulatory assets
AtlasMembers
Jodee’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
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Colleagues named on the same filings (6)
- Russell Rhine DiachokDirector, Geneos Wealth Management, Inc.
- Raymond Corey OlsonCFO, Geneos Wealth Management, Inc.
- Dean Allen RagerChief Operating Officer & Chief Advisory Compliance Officer, Geneos Wealth Management, Inc.
- Ryan Wesley DiachokCEO, Geneos Wealth Management, Inc.
- Jeffrey Wright HelmsDirector, Geneos Wealth Management, Inc.
1 more person named with Jodee on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jodee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.