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Austin Jamison

Geneos Wealth Management, INC.
8 Years of Experience
New Albany, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Austin Jamison is a registered investment advisor at Geneos Wealth Management, INC., based in New Albany, IN, with 8 years of industry experience. Austin 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
—
View Full SEC Brochure

Location

2325 Green Valley Rd, Suite 106, New Albany, IN, 47150

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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 ActivitiesSells Insurance

Austin works under Wright Wealth Management, a non-investment related business, dedicating full-time hours. He is also a notary public and an independent representative with various insurance carriers for fixed insurance sales, dedicating minimal time.

Employment History
Current Registrations
Geneos Wealth Management, INC.
May 2019 - Present · 7 yrs 5 mos
Geneos Wealth Management, INC.Broker
April 2018 - Present · 8 yrs 6 mos
State Registrations2 states
INKY
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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