Jacob Warren Parish

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

• 12/2008 → Present
  Schooner Financial Associates
  Scottsdale, AZ
• 12/2008 → Present
  Geneos Wealth Management
  Scottsdale, AZ
• 07/2009 → 10/2025
  Everbank
  Scottsdale, AZ

Other Businesses

1) DBA:SCHOONER FINANCIAL ASSOCIATES LOCATED AT BRANCH LOCATION. 2) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) SCHOONER FINANCIAL ASSOCIATES OF AZ-CO-OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-07
• S63 Uniform Securities Agent State Law Examination
  2009-06-10