Jacob G Gibson

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

• 10/2021 → Present
  Geneos Wealth Management
  Oklahoma City, OK
• 10/2021 → Present
  Bolt Investment Group Llc
  Oklahoma City, OK
• 05/2013 → 01/2017
  High Plains Lease Care
  Kingfisher, OK
• 01/2017 → 10/2021
  Energy Transfer Partners
  Cashion, OK

Other Businesses

1) WILL WORK AS AN ASSISTANT FOR BOLT INVESTMENT GROUP LLC LOCATED AT BRANCH LOCATION-40 HOURS PER WEEK. 2) DOS OKIES LLC-OWNER.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-03