Joseph Andrew Pazera

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

• 11/2014 → 06/2017
  Geneos Wealth Management
  Southlake, TX
• 11/2014 → 06/2017
  Pazera Capital Management
  Southlake, TX
• 06/2017 → Present
  Pazera Capital Management
  South Lake, TX
• 06/2017 → Present
  Geneos Wealth Management Inc
  South Lake, TX

Previous Registrations

• 2015-05-06 → 2025-06-30
  Pazera Capital Management, Inc.
  South Lake, TX
  Rockport, TX

Other Businesses

1) DBA: will work under PAZERA CAPITAL MANAGEMENT INC business LOCATED AT BRANCH LOCATION-40 HOURS A WEEK.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-18
• S63 Uniform Securities Agent State Law Examination
  2013-09-13

Designations

• Certified Financial Planner