Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Wright Helms is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is a registered representative of Geneos Wealth Management, Inc. and is also a Registered Investment Advisor. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the prestigious Chartered Financial Analyst designation. Jeffrey's previous experience includes positions at NFP Securities, Inc., FolioFN Investments, Inc. and The Advisors Group, Inc. Jeffrey has expertise in portfolio management for individuals, businesses and charitable organizations. Jeffrey provides financial planning, investment management, and other services to clients across the country.
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.
1
2
FL
08/08/2013 - Present
Geneos Wealth Management, Inc. (ST. AUGUSTINE FL)
TX
01/23/2003 - 07/17/2003
NFP SECURITIES, INC. (AUSTIN TX)
VA
10/04/2000 - 06/04/2001
FOLIOFN INVESTMENTS, INC. (MCLEAN VA)
MD
01/21/1986 - 10/20/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
NA
03/14/1985 - 08/06/1985
FIRST INVESTORS CORPORATION
IA
Issued 12/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/11/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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