AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
GK

Geni K. Klein

Some features on this profile are disabled
CRD#: 818855
GK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Geni Kuchinskas Klein, who also goes by Geni Kuchinskas, was a registered financial professional .

Geni is a previously registered financial professional and started their career in finance in 1976. Geni had worked at 12 firms and has passed the Series 63, SIE, Series 7 and Series 52 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Geni Kuchinskas

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 4, 2017 - March 27, 2017

WNJ CAPITAL, INC.

BD
CRD#: 167903
PHILADELPHIA, PA
Past

August 15, 2014 - January 2, 2015

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

December 7, 2011 - July 5, 2012

SOUTHSTATE SECURITIES CORP.

BD
CRD#: 6950
PHILADELPHIA, PA
Past

January 2, 2009 - October 26, 2009

TD SECURITIES (USA) LLC

BD
CRD#: 18476
PHILADELPHIA, PA
Past

May 15, 2006 - January 14, 2009

TD WEALTH MANAGEMENT SERVICES INC.

BD
CRD#: 6940
PHILADELPHIA, PA
Past

June 16, 2000 - June 7, 2006

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
PHILADELPHIA, PA
Past

January 20, 1999 - March 21, 2000

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

October 25, 1996 - January 22, 1999

HOPPER SOLIDAY & CO., INC.

BD
CRD#: 20838
LANCASTER, PA
Past

June 1, 1990 - August 29, 1996

COMMONWEALTH SECURITIES AND INVESTMENTS, INC.

BD
CRD#: 7399
PITTSBURGH, PA
Past

October 24, 1989 - June 25, 1990

WCMI, INC.

BD
CRD#: 24559
Past

March 9, 1988 - October 11, 1989

A. WEBSTER DOUGHERTY & CO., INCORPORATED

BD
CRD#: 7136
PHILADELPHIA, PA
Past

April 20, 1983 - January 27, 1988

TD WEALTH MANAGEMENT SERVICES INC.

BD
CRD#: 6940
Past

March 2, 1976 - May 3, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 2/21/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/27/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/25/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 4/16/1982
Municipal Securities Representative Examination

Current Firm

WC
WNJ CAPITAL, INC.
WNJ CAPITAL, INC.

CRD#: 167903 / SEC#: , 8-69282

BD
Terminated by SEC on 03/27/2020
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Mailing Address
Phone number
Established
Pennsylvania since 10/04/2010
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
JORDAN, WILLIAM NORRIS JRPRESIDENT, CEO, CCO1385105
MILLER, JOHN STEVENSONFINOP2139980
PONCE, MICHAEL CURTINMUNICIPAL PRINCIPAL1928035

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.

Company Information

WNJ CAPITAL, INC.

CRD#: 167903

TRUST BUT VERIFY

Monitor Geni Klein

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.