John
Burkhard
Geneos Wealth Management, Inc
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Geneos Wealth Management, Inc Brokerage Details
$5,299,563,619
210
19,839
$267,129
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.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.
First Coast Wealth Advisors
Geneos Wealth Management
Knights Of Columbus
Ameritas Life Insurance Co
Disclosures
John Burkhard has no disclosures.
Please visit their SEC profile for more details.
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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 profile-compliance@smartasset.com.
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