GE
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Gena Eads is a registered investment advisor at Raymond James & Associates, INC., based in Parker, CO, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Parker, CO
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
November 2025 - Present · 6 mos
Raymond James & Associates, INC.
November 2025 - Present · 6 mos
Raymond James & Associates, INC.Broker
November 2025 - Present · 6 mos
Previous Registrations
Charles Schwab & CO., INC.
August 2016 - March 2024 · 7 yrs 7 mos
Charles Schwab & CO., INC.Broker
August 2016 - March 2024 · 7 yrs 7 mos
J.P. Morgan Securities LLC
September 2014 - July 2016 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
September 2014 - July 2016 · 1 yr 10 mos
Charles Schwab & CO., INC.
March 2005 - April 2013 · 8 yrs 1 mo
Charles Schwab & CO., INC.Broker
January 2000 - April 2013 · 13 yrs 3 mos
Icba SecuritiesBroker
June 1997 - December 1999 · 2 yrs 6 mos
Vining SparksBroker
May 1997 - December 1999 · 2 yrs 7 mos
State Registrations1 state
CO
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.