Austin
Jamison

Geneos Wealth Management, Inc

CRD#6898902
Investment Advisor
in Sellersburg, IN

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About this Advisor

Austin Jamison is a financial advisor based in Sellersburg, Indiana, working with Geneos Wealth Management, Inc. Austin has previously held positions at Geneos Wealth Management, Financial Wealth Management LLC, Big 4 Burgers & Beer, Applebees, Subway, Kia Of Clarksville, Geneos Wealth Management Inc, and Wright Wealth Management. Austin has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Austin is part of Geneos Wealth Management, Inc, which operates out of Sellersburg, Indiana. The firm has 116 offices and 200 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Geneos Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

8509 Old Hwy 60 2Nd Floor
Sellersburg, IN 47172

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$5,163,064,970

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

200

IN Average: 28
Total Number of Accounts

21,980

IN Average: 1,101
Average Account Size

$234,898

IN Average: $2,134,119

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

Austin Jamison Work History

2023 - Present (1 year)

Geneos Wealth Management Inc

2023 - Present (1 year)

Wright Wealth Management

2018 - 2023 (5 years)

Geneos Wealth Management

2018 - 2023 (5 years)

Financial Wealth Management LLC

2017 - 2017 (< 1 year)

Big 4 Burgers & Beer

2017 - 2017 (< 1 year)

Kia Of Clarksville

2015 - 2017 (2 years)

Applebees

2011 - 2015 (4 years)

Subway

Disclosures

Please visit the SEC profile of Austin Jamison 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

Robert Stoner
Erie, PA
Giovanni Flores
Addison, TX
Dillon Lambert
Ardmore, OK
Travis Martin
Addison, TX
David Arthur
Roanoke, VA
Jameson Taunton
Greenville, NC
Anthony Finch
Foxfield, CO
Anna Fanning
Foxfield, CO

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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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