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.
- Genesis InvestmentsJan 2024 to now
- Genesis Investment Advisors, LLCJan 2024 to now
- Edward JonesOct 2012 to now
- 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