Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Charles Payne is a financial advisor with Genesis Wealth Management Group, LLC. Jon has been in the financial services industry since 1993 and holds Series 6, 63, and 65 licenses. Jon is registered with the state of Florida, Illinois, and Missouri. Jon specializes in financial planning and portfolio management for individuals. Jon has experience working with a wide range of clients, including high-net-worth individuals and individuals other than high-net-worth. Jon also works with individuals who have a wide range of financial needs, including retirement planning, college savings, and estate 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
IL
04/19/2021 - Present
Genesis Wealth Management Group, LLC (East Alton IL)
IL
03/04/2011 - 12/31/2016
GRADIENT SECURITIES, LLC (EAST ALTON IL)
IL
12/14/1999 - 01/03/2011
SICOR SECURITIES INC (EAST ALTON IL)
AZ
12/07/1999 - 12/20/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
01/04/1995 - 12/08/1999
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
GA
06/06/1994 - 12/31/1994
WMA SECURITIES, INC. (DULUTH GA)
FL
03/29/1993 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
11/21/1985 - 12/31/1992
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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