Jack Genereaux, financial advisor Altoona WI

Jack Genereaux

CRD Number: 7059848
Current Firm: Ameriprise Financial Services, LLC

Jack Genereaux (CRD# 7059848) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, LLC Altoona, WI Jan 2019 - Current 5
American Insurance Agency Eau Claire, WI Jun 2018 - Jan 2019 < 1
Butternut Hills Golf Course Sarona, WI Jun 2012 - Jun 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Jack B. Genereaux
Phone Number: 612-671-3131
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    479,794
    MILLIONS
  • Total Number of Accounts
    2,284,921
    ACCOUNTS
  • Average Account Value
    $209,983
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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