Geneos Wealth Management, Inc

Investment Advisor
in Saint Augustine, FL

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About this Advisor

John Burkhard is a financial advisor who works out of Saint Augustine, Florida, who has been in the advisory business for 11 years. Burkhard is an advisor for Geneos Wealth Management, Inc. During their career, the advisor has held roles at Ameritas Life Insurance Co, Knights Of Columbus, First Coast Wealth Advisors and Geneos Wealth Management. Burkhard holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Geneos Wealth Management, Inc is an advisory business that has its headquarters in Saint Augustine, Florida. The company has offices in 114 locations and a total of 210 advisors. It administers $5 billion in total assets between its 19,839 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 53 charities and foundations. Of its 19,839 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. The firm provides a number of services, such as 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 vary depending on which services are offered. Fee types charged by Geneos Wealth Management, Inc likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

400 N Ponce De Leon Blvd
Saint Augustine, FL 32084

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management


FL Average: $2,349,664,866
Total Number of Employees


FL Average: 28
Total Number of Accounts


FL Average: 1,101
Average Account Size


FL Average: $2,134,119

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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

John Burkhard Work History

John has 11 years of experience.

2020 - Present (3 years)

First Coast Wealth Advisors

2020 - Present (3 years)

Geneos Wealth Management

2015 - 2019 (4 years)

Knights Of Columbus

2011 - 2015 (4 years)

Ameritas Life Insurance Co


John Burkhard has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Geneos Wealth Management, Inc

Wesley Strode
Englewood, CO
Paul Knipping
Englewood, CO
Richard Kaul
Grand Junction, CO
Timothy Kenkel
Englewood, CO
Giovanni Flores
Addison, TX
John Kiefer
Schuylkill Haven, PA
Brent Donovan
Los Angeles, CA
Kaden Keller
Cedar City, UT

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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