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Joseph Andrew Pazera

Geneos Wealth Management, Inc.

Rockport, TX

Fredericksburg, TX

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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-29
  • TX RA
    APPROVED
    Since 2025-05-29

Branch Locations

1899 N Live Oak, Rockport, TX 78382 • United States

1121 S Hwy 16 Suite #5, Fredericksburg, TX 78624 • 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
Geneos Wealth Management Southlake TX 11/2014 06/2017
Pazera Capital Management Southlake TX 11/2014 06/2017
Pazera Capital Management South Lake TX 06/2017 Present
Geneos Wealth Management Inc South Lake TX 06/2017 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-18
S63 Uniform Securities Agent State Law Examination 2013-09-13
  • S66 Uniform Combined State Law Examination
    2014-12-18
  • S63 Uniform Securities Agent State Law Examination
    2013-09-13
Designations

View on SEC IAPD

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OSAIC WEALTH, INC.
MUTUAL ADVISORS, LLC

Other Investors

Marissa S Provo
SCOTT PATRICK MAEYAERT
STEVEN HEBERT
Michelle Marie Lacey Feiten
Courtney Leigh Cotter
JASEN SCOTT BRAUN
TomAnn Ecker
JARED RAY KROG

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Edina, MN
GREAT VALLEY ADVISOR GROUP, LLC · Edina, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Edina, MN
STAR CAPITAL INC. · EDINA, MN
CONTEGO CAPITAL GROUP, INC. · EDINA, MN
KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC · EDINA, MN
HOFKIN CAPITAL MANAGEMENT, INC. · EDINA, MN
OSAIC WEALTH, INC. · EDINA, MN

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