Best Investors Account Sign in
Inactive

Jacques Frenkel

Geneva Financial Group

Lakewood, NJ

Claim This Profile
Current Employers
Geneva Financial Group

1600 Avenue Of The States Suite 303, Lakewood, NJ 08701 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-02
NJ RA APPROVED 2024-07-24
  • NY RA
    APPROVED
    Since 2024-08-02
  • NJ RA
    APPROVED
    Since 2024-07-24

Branch Locations

1600 Avenue Of The States Suite 303, Lakewood, NJ 08701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Delta Equity Services Bolton MA 08/2010 09/2016
Delta Global Asset Management Bolton MA 08/2010 09/2016
National Securities Corporation Jackson NJ 09/2016 07/2022
B. Riley Wealth Advisors, Inc. Jackson NJ 09/2016 06/2024
B. Riley Wealth Management Jackson NJ 07/2022 06/2024
Geneva Financial Group, Llc Jackson NJ 06/2024 Present
Gfg Realty Llc Jackson NJ 01/2014 Present
Geneva Realty Llc Jackson NJ 01/2014 Present
Gfg Group Llc Lakewood NJ 03/2024 Present
  • 08/2010 → 09/2016
    Delta Equity Services
    Bolton, MA
  • 08/2010 → 09/2016
    Delta Global Asset Management
    Bolton, MA
  • 09/2016 → 07/2022
    National Securities Corporation
    Jackson, NJ
  • 09/2016 → 06/2024
    Jackson, NJ
  • 07/2022 → 06/2024
    B. Riley Wealth Management
    Jackson, NJ
  • 06/2024 → Present
    Geneva Financial Group, Llc
    Jackson, NJ
  • 01/2014 → Present
    Gfg Realty Llc
    Jackson, NJ
  • 01/2014 → Present
    Geneva Realty Llc
    Jackson, NJ
  • 03/2024 → Present
    Gfg Group Llc
    Lakewood, NJ
Previous Registrations
Other Businesses

(1) GENEVA FINANCIAL GROUP LLC D/B/A FOR NIC,NSC & NAM PRESIDENT OWNER START 2004 4 HRS PER MONTH ALL DURING TRADING HRS...(2) TARYAG FOUNDATION PERSONAL PROVIDE CHARITY FOUNDATION PRESIDENT START 2004 1/2 HR PER MONTH DURING TRADING HRS...(3) GENEVA REALTY LLC REAL ESTATE PRESIDENT AND OWNER START 2014 18 HRS PER MONTH 6 HRS DURING TRADING HRS...(4) GFG REALTY LLC REAL ESTATE PRESIDENT AND OWNER START 2014 18 HRS PER MONTH 6HRS DURING TRADING HRS...(5) B. RILEY WEALTH INSURANCE; INVESTMENT - RELATED; 2060 W. COUNTY LINE RD. JACKSON, NJ 08527; INSURANCE PRODUCT SALES; SELF - EMPLOYED CONTRACTOR; START DATE 2022; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; SELF - EMPLOYED CONTRACTOR - RECOMMEND INSURANCE PRODUCTS WHEN APPROPRIATE AND SUITABLE TO CLIENT.. (6) GFG Group LLC, Not Investment Related, Franklin NJ, A logistics Freight transportation company About 2 hours per week.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-20
S65 Uniform Investment Adviser Law Examination 1994-05-20
  • S63 Uniform Securities Agent State Law Examination
    1994-05-20
  • S65 Uniform Investment Adviser Law Examination
    1994-05-20
Other Names
  • Jack Frenkel

View on SEC IAPD

More in Lakewood, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor