JENEVA INVESTMENT ADVISORS INC.
Legal name: JENEVA WEALTH MANAGEMENT
CRD #155777 SEC #801-72059 ATLANTA, GA 404-537-1692
SEC Registered
Total AUM
$125M
Discretionary
$60M
Employees
1
Clients
0
Accounts
11
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 13, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| UNDERWOOD, CAROLYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| UNDERWOOD, CAROLYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| UNDERWOOD, CAROLYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| UNDERWOOD, CAROLYN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| UNDERWOOD, KENNETH | I | PRESIDENT/CEO | E | Control |
| UNDERWOOD, KENNETH | I | PRESIDENT/CEO | E | Control |
| UNDERWOOD, KENNETH | I | PRESIDENT/CEO | E | Control |
| UNDERWOOD, KENNETH | I | PRESIDENT/CEO | E | Control |
Registrations
Federal
IA
Sep 13, 2012 REGISTERED
Address
3333 PIEDMONT RDSUITE 2050, 20TH FLOOR
ATLANTA, GA 30305
United States
Phone: 404-537-1692