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Michele Williams Sloan

Investment adviser representative at Genesis Investments
17 yearsExperience
2 statesRegistered in
$112.5MFirm assets
1 yearFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Genesis InvestmentsJan 2024 to now
  2. Genesis Investment Advisors, LLCJan 2024 to now
  3. Edward JonesOct 2012 to now
  4. Edward Jones InvestmentsJan 2009 to Jan 2024

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (GA, TN).

Genesis Investments

Legal name: Genesis Investment Advisors, LLC

$112.5MAssets managed
273Clients
4Advisers
1 yearIn 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
5642296
Firm CRD
310878
Advisor's SEC record (opens in a new tab)
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