Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Lane Smith is a financial advisor at Geneos Wealth Management, Inc. Jerry has over 40 years of experience in the financial services industry. Jerry is licensed to provide financial advice in 23 states. Jerry is a Registered Representative (Series 7, Series 6, Series 26, Series 31, Series 63, and SIE). Jerry provides financial advice to individuals, corporations, and charitable organizations. Jerry specializes in helping clients with financial planning, investment management, and retirement planning.
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
TX
01/02/2004 - Present
Geneos Wealth Management, Inc. (GEORGETOWN TX)
CO
09/12/2003 - 12/31/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
CO
09/07/1993 - 10/02/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
01/31/1982 - 09/09/1993
PFS INVESTMENTS INC. (DULUTH GA)
NA
08/28/1981 - 01/05/1982
WESTAMERICA FINANCIAL CORPORATION
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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