Michele Sloan has been an investment adviser representative at Genesis Investment Advisors since January 2024, and is not listed among the firm’s executive officers or direct owners.
Genesis Investment Advisors, LLC is an Ooltewah, TN firm with $113M under management, 273 clients and 4 advisers in one office, as of its March 2026 filing.
Michele Sloan’s longest registration was 10 years at Edward Jones (2013–2024). Before joining Genesis Investment Advisors in 2024, Michele Sloan was registered through Edward Jones.
- Genesis InvestmentsCurrent– present · 2 yearsOoltewah, TN · Adviser representative · Firm CRD 310878
- Edward Jones– · 10 yearsHixson, TN · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Michele Sloan is registered as an investment adviser representative in 2 states. The first approvals date from January 2024; the most recent is Georgia, in February 2024.
- GeorgiaSince 15 February 2024
- TennesseeSince 16 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 November 2013 |
| Series 7 | General Securities Representative Examination | 24 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michele Williams Sloan
- CRD
- 5642296
- Firm
- Genesis Investment Advisors · CRD 310878
- Office
- 9448 BRADMORE LN, STE 212, Ooltewah, TN 37363
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Michele Sloan work?
Michele Sloan is an investment adviser representative registered through Genesis Investment Advisors, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michele Sloan a financial advisor?
Yes. Michele Sloan has a current investment-adviser registration in Georgia and Tennessee, through Genesis Investment Advisors since January 2024.
How many years of experience does Michele Sloan have?
Michele Sloan has 13 years in the financial industry, since April 2013, across 2 adviser firms.
What exams has Michele Sloan passed?
Michele Sloan has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2013. FINRA credited Michele Sloan with the SIE, which began in October 2018.
Where is Michele Sloan based?
Michele Sloan’s registered office is in Ooltewah, TN.
Is Michele Sloan registered with FINRA?
No. Michele Sloan has no current broker registration.
How can I verify Michele Sloan’s record?
Search CRD 5642296 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michele Sloan’s full registration record.
