Jacob Genens

Current Employers

Employment History

• 06/2020 → 07/2020
  Unemployed
  Roscoe, IL
• 03/2018 → 05/2020
  Stainless Tank And Equipment
  Beloit, WI
• 09/2016 → 03/2018
  Kerry Inc
  Beloit, WI
• 06/2016 → 09/2016
  Unemployed
  Loves Park, IL
• 07/2020 → 12/2022
  Thrivent Financial Management Inc
  Rockford, IL
• 08/2020 → 12/2020
  Thrivent Financial
  Appleton, WI
• 12/2020 → 12/2022
  Thrivent Financial
  Appleton, WI
• 04/2024 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 01/2023 → 04/2024
  Crandall Stats & Sensors
  Machesney Park, IL
• 11/2025 → Present
  Integrity Alliance, Llc.
  Rockford, IL

Previous Registrations

• 2022-02-04 → 2022-12-20
  Thrivent Investment Management Inc.
  Downers Grove, IL
  Rockford, IL

Other Businesses

1.UNITED CAPITAL FINANCIAL ADVISORS POSITION: Employee NATURE: Financial planning and wealth management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/15/2024 ADDRESS: 6876 Spring Creek Rd, Suite 114, Rockford IL 61114, United States DESCRIPTION: - Assist advisors with client meetings and offloads - Create financial plans - Review client accounts and asset allocations - Client Servicing and data management - Open new accounts and prepare paperwork - Communicate with clients and set appointments - Performance reporting

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-17
• S63 Uniform Securities Agent State Law Examination
  2020-10-13