Jervey Genesis Solutions

  • RIA Only

Jervey Genesis Solutions

2601 Annand Dr Unit 12
Wilmington, DE 19808
Phone: 302-543-7424
Fax: 302-384-6149
Website: https://genesiswms.com/

Total Office Members: 2
Total Advisors: 1


Description:
Just as seasons change throughout the year, the seasons of life are constantly changing. Each new season in our life, career, health, and family requires a plan to ensure our goals are still on track to be accomplished. As a partner of Genesis, our clients benefit from our commitment to provide a 360 degree plan that takes into account their needs, wants and wishes; and attempts to provide financial solutions for every season of their life, beyond what they have to invest. Our life centered approach ensures the highest level of objectivity.


We are most interested in:
  1. Joining our Practice (1099, W2, Both)
  2. Expanding their offering

An advisor with the following background:
5 plus years of experience. Sound financial planning knowledge. Is or is interested in acquiring the CFP.

  • An advisor located within 5 to 100 miles from our office location.
  • An advisor with $10M to $40M assets under management.
  • We are open to expansion into the following regions:
    Middletown, DE
    Smyrna, DE
    Rehoboth, Beach
We focus on
  • High-Net-Worth
  • Financial Planning
  • Investment Management
  • Income Planning
  • Insurance
We offer
  • In-House Portfolios
  • DIY Portfolios
  • Coaching
Technology Stack
  • CRM: Salesforce
  • Financial Planning: Money Guide Pro
  • Trading Platform: Orion
  • Performance Reporting: Orion
  • Client Portal: Orion Integrated with Money Guide Pro
  • Advisor Compensation: AdvisorBOB
Firm Custodians
  • Charles Schwab
  • Fidelity

If interested in joining this practice, or looking to learn more, please click the button below!

Contact Us