401K Generation
Legal Name: 401K GENERATION
Full Contact Details
401K Generation
195 INTERNATIONAL PARKWAY, SUITE 311, LAKE MARY, FL
(407) 636-6689
(888) 469-3970
Other Info
401K Generation, legally known as 401K GENERATION, is a Florida corporation that specializes in offering advisory services. The firm boasts of 15 employees, all of whom work in various advisory roles, and has successfully served more than 4200 clients to-date. Its registration with the SEC dating back to June 2010 has been approved.
401kgeneration.com
401k Generation takes a new approach to serving the increasingly complex needs of employers and retirement plan participants for companies of all sizes. As a firm that focuses exclusively on company-sponsored retirement plans, 401k Generation presents expanded opportunities with the goal of limiting…
Direct Owners
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CHRISTOPHER JAMES AUSTIN
COMPLIANCE OFFICER/ARC owns less than 5%
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EDWARD ROJAS
PRESIDENT, CEO owns more than 50% but less than 75%
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KELLI DIANE ROJAS
MANAGER owns more than 50% but less than 75%
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MARLENE JARRETT NITSCH
CHIEF COMPLIANCE OFFICER owns less than 5%