J Ehst
J Ehst is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Douglassville, PA, with 18 years of industry experience. J 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
978 Ben Franklin Hwy, Route 422 East, Douglassville, PA, 19518
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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
J. works under Life Financial Group, is an independent representative with various carriers for fixed products, and is involved with The Legacy/Life Institute for financial excellence/family counseling for a church. J. is also the owner of 317 Wealth Management S-Corp and engages in eBay sales.
Employment History
Current Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
State Registrations10 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
More Advisors
- Timothy Russell, CFPGeneos Wealth Management, INC.