Jeffrey Helms
Jeffrey Helms is a CFA-designated registered investment advisor at Geneos Wealth Management, INC., based in St. Augustine, FL, with 38 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.
Fee Estimator
Location
400 N Ponce De Leon Blvd, St. Augustine, FL, 32084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the owner of First Coast Wealth Advisors and FCFA LLC. He is also an insurance broker for Capitas Financial LLC, an independent representative with various insurance carriers for fixed products, and an employee of Heffernan Insurance Brokers.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
NFP Securities, INC.Broker
NFP Securities, INC.
Foliofn Investments, INC.Broker
The Advisors Group, INC.Broker
First Investors CorporationBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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