J'neanne M. Theus

THEUS WEALTH ADVISORS

Sunbury, OH

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CRD#: 4851011

Professional summary

J'neanne Mary Theus, who also goes by J'neanne Mary Gregoire, is a registered financial advisor currently at THEUS WEALTH ADVISORS located in Sunbury, Ohio.

J'neanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. J'neanne has worked at 5 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

J'neanne Mary Gregoire

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Marathon Financial Group, LLC DBA as Theus Wealth Management an investment related company as an IAR, CEO & Founder since 03/17/2014. Located at 2247 Woodruff Drive, Sunbury OH 43074 Providing comprehensive financial planning and investments. Dedicating 25 hours per month and 25 hours during securities trading hours. Chartered Federal Employee Benefits Consultant (ChFEBC) a non-investment related company as an Employee Benefit Consultant since 01/2017 Located at 2247 Woodruff Drive, Sunbury OH 43074. Designing and customizing federal & military employee benefit packages to meet their clients unique needs. Dedicating 2 hours per month and 1 hour during securities trading hours per month. Financial Gravity Enhanced Markets, LLC, an investment related company as an Independent Agent since 09/09/2021. Located at 2501 Ranch Road S 620, Suite 110 Austin, TX 78734. Licensed and registered to sell life and other lines of insurance for Financial Gravity Enhanced Markets, LLC. dedicating approximately 5% of my time on insurance-related activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J'neanne Mary Theus's CRS (Customer Relationship Summary).

SICOR SECURITIES INC

CRD#: 16195

CLARKSVILLE, MD

Past

March 28, 2005 - June 17, 2011

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

CLARKSVILLE, MD

Past

October 12, 2004 - June 17, 2011

PARK AVENUE SECURITIES LLC

CRD#: 46173

COLUMBIA, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/17/2014)

IAR

Ohio
(9/17/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/15/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/3/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/19/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THEUS WEALTH ADVISORS

MARATHON FINANCIAL GROUP, LLC | THEUS WEALTH ADVISORS

CRD#: 169994 / SEC#:

Louisiana

Registered Investment Advisory firm - (1/3/2022 Terminated)

Maryland

Registered Investment Advisory firm - (2/27/2014 Approved)

Ohio

Registered Investment Advisory firm - (9/17/2015 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/30/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2024 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Sunbury, OH

Mailing Address

Phone number

(443) 718-6310

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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J'neanne M. Theus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J'neanne Mary Theus's CRS (Customer Relationship Summary).

Certified licenses

Experience

THEUS WEALTH ADVISORS

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

SIGNATURE INVESTMENTS, INC.

SICOR SECURITIES INC

SICOR SECURITIES INC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/15/2005

Series 65

Date: 3/3/2005

Series 7

Date: 7/19/2007

Series 6

Date: 10/11/2004

Current Firm

THEUS WEALTH ADVISORS

Contact information

Documents

Red Flags

Company Information

THEUS WEALTH ADVISORS

TRUST BUT VERIFY

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