Jessie
Baldwin
Geneos Wealth Management, Inc
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About this Advisor
Jessie Baldwin is a financial advisor who works out of Tucson, Arizona, with a total of 1 year of relevant experience. Baldwin is an advisor for Geneos Wealth Management, Inc. Baldwin has gained experience at Geneos Wealth Management, Synergy Wealth Solutions LLC, Generation Financial and E Z Accounting Solutions. Baldwin holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Arizona. Geneos Wealth Management, Inc is a financial advisory business based in Englewood, CO. The investment advisory business has offices in 114 locations and a total of 200 advisors. It handles $4 billion in assets under management across its 18,621 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 58 charities and foundations. Of its 18,621 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Geneos Wealth Management, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$4,081,076,864
200
18,621
$219,165
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jessie Baldwin Work History
Jessie has been registered as a financial advisor for 1 years.*
Geneos Wealth Management
Synergy Wealth Solutions LLC
E Z Accounting Solutions
Generation Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessie Baldwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Geneos Wealth Management, Inc
Knoxville, TN
Midvale, UT
Roanoke, VA
Sellersburg, IN
Englewood, CO
La Canada Flintridge, CA
Littleton, CO
Montgomeryville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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