Jeffrey Brent Everett
Investment adviser representative at Generational Wealth Advisors
21 yearsExperience
1 stateRegistered in
$568.8MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Generational Wealth AdvisorsJun 2005 to now
- Talis Advisory Services, LLCApr 2005 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Generational Wealth Advisors
Legal name: Talis Advisory Services, LLC
$568.8MAssets managed
184Clients
14Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4443268
- Firm CRD
- 135145