Geneos Wealth Management, Inc
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About this Advisor
Jameson Taunton is a financial advisor operating out of Greenville, North Carolina, with 11 years of work experience. Taunton is an employee of Geneos Wealth Management, Inc. Taunton has gained experience 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 holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Geneos Wealth Management, Inc is an advisory business headquartered in Greenville, North Carolina. The investment advisory business has offices in 114 locations and a total of 210 people on staff. It handles $5 billion in total assets between its 19,839 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 53 charitable organizations. Of its 19,839 accounts, just 1% are held by high-net-worth investors who have more than $1 million in assets. Geneos Wealth Management, Inc provides a broad array 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 the services. However, fee types billed by Geneos Wealth Management, Inc can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Geneos Wealth Management, Inc Brokerage Details
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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
Jameson Taunton Work History
Jameson has 11 years of experience.
Geneos Wealth Management
Jim Taunton CFP®,Clu,Chfc
Colonial Life Insurance
One Source Communications
Vantage South Bank
Jameson Taunton has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Geneos Wealth Management, Inc
Grand Junction, CO
Schuylkill Haven, PA
Los Angeles, CA
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 firstname.lastname@example.org.
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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.