Unclaimed
Jameson Taunton is an active investment advisor representative registered with the state of North Carolina and an investment advisor representative for Geneos Wealth Management, Inc. in the state of North Carolina. Jameson is also registered in other states including Indiana, Maryland and Virginia. Jameson has been in the industry since 2014 and has experience in providing financial planning services. Jameson Taunton is a Series 63, Series 65 and Series 7 licensed professional. The firm's main office is in Englewood, CO and provides investment advisory services, financial planning services and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
01/07/2015 - Present
Geneos Wealth Management, Inc. (Greenville NC)
IA
Issued 01/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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