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JM
CFP
JM
CFP

Jeremy Mitchell

Geneos Wealth Management, INC.
22 Years of Experience
Glendale, AZ
Broker
View SEC Summary
View SEC Summary

Jeremy Mitchell is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Glendale, AZ, with 22 years of industry experience. Jeremy 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.

Geneos Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Glendale, AZ

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeremy operates under the DBA Will Work For Robert Harding Financial Group at the branch location. He is also a senior developer/partner at Mobllis Studio LLC, a pilot/flight instructor, a notary public, and a minority limited owner of Falco LLC.

Employment History
Current Registrations
Geneos Wealth Management, INC.
July 2006 - Present · 20 yrs 3 mos
Geneos Wealth Management, INC.Broker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Raymond James Financial Services
March 2006 - May 2006 · 2 mos
Raymond James Financial Services, INC.Broker
April 2004 - May 2006 · 2 yrs 1 mo
State Registrations1 state
AZ
AdvisorBrokerBoth

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
No exam information available for this advisor.
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