Jared C Tolzman

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 01/2021
  Schooner Financial Associates
  Scottsdale, AZ
• 09/2020 → 01/2021
  Geneos Wealth Management
  Scottsdale, AZ
• 10/2017 → 05/2020
  Arizona State University
  Tempe, AZ
• 06/2016 → 09/2017
  Unemployed
  Gilbert, AZ
• 06/2020 → 08/2020
  Unemployed
  Gilbert, AZ
• 01/2021 → Present
  Geneos Wealth Management Inc
  Scottsdale, AZ
• 01/2021 → Present
  Schooner Financial Associates
  Scottsdale, AZ

Other Businesses

1)DBA: will work under SCHOONER FINANCIAL ASSOCIATES located at branch location- 40 HOURS PER WEEK. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS ONLY.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-29