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Jamie Christine Payne

Genesis Wealth Management Group, LLC

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About Jamie Christine Payne

Jamie Christine Payne is an Investment Advisor Representative with Genesis Wealth Management Group, LLC. Jamie has been in the industry since June 2021. Jamie holds a Series 65 license and is registered in Illinois and Missouri. Jamie is also registered with Genesis Wealth Management Group, LLC. This firm has offices in Alton, IL and Bunker Hill, IL. The firm is registered with the SEC and serves individuals and high-net-worth individuals. The firm provides financial planning, selection of other advisors, and portfolio management services. Jamie also has experience with Genesis Financial Group, Inc., Franklin & Vaughn, LLC, and Homemaker.

Firm Information

Jamie Payne is currently registered with Genesis Wealth Management Group, LLC. Genesis Wealth Management Group, LLC is a financial advisory firm based in [location]. They provide financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $30.6 million in assets for 265 clients, primarily individuals other than high-net-worth individuals.

$30.59M

Assets Under Management

3

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Jamie Payne’s Registration & Firm History

IL

01/11/2024 - Present

Genesis Wealth Management Group, LLC (BUNKER HILL IL)

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Licenses & Designations

IA

Issued 03/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamie Christine Payne.
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