Jameson
Taunton

Geneos Wealth Management, Inc

CRD#5897746
Investment Advisor
in Greenville, NC

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About this Advisor

Jameson Taunton is a financial advisor operating in Greenville, North Carolina, who has 8 years of industry experience. Taunton is on the advisory team at Geneos Wealth Management, Inc. Throughout their career, they have worked at Jim Taunton CFP®, Clu, Chfc, Geneos Wealth Management, Colonial Life Insurance, One Source Communications, Enterprise Rent-A-Car, Vantage South Bank and Taunton Financial. Taunton maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Geneos Wealth Management, Inc is an advisory company that has its headquarters in Englewood, CO. It has offices in 114 locations and a total of 200 financial advisors. It controls $4 billion in assets under management between its 18,621 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 58 charitable organizations. Of its 18,621 customer accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable 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 for financial advisory services largely are based on which services the firm provides the client. Fee types charged by Geneos Wealth Management, Inc can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

127 Oakmont Drive
Greenville, NC 27858

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,081,076,864

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

200

NC Average: 28
Total Number of Accounts

18,621

NC Average: 1,101
Average Account Size

$219,165

NC 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

Jameson Taunton Work History

Jameson has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

Taunton Financial

2014 - Present (10 years)

Geneos Wealth Management

2014 - 2014 (< 1 year)

Jim Taunton CFP®,Clu,Chfc

2014 - 2014 (< 1 year)

Colonial Life Insurance

2013 - 2013 (< 1 year)

One Source Communications

2013 - 2013 (< 1 year)

Enterprise Rent-A-Car

2011 - 2013 (2 years)

Vantage South Bank

*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 Jameson Taunton 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

Paul Knipping
Englewood, CO
Robert Eberhardt
Littleton, CO
Anthony Hammer
Knoxville, TN
Thomas Wint
Sellersburg, IN
Brent Donovan
La Canada Flintridge, CA
Matthew Grasman
Homer Glen, IL
Robert Arthur
Roanoke, VA
Joyce Mcdaniel
Englewood, CO

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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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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