Jon Payne (CRD# 1402732) is an Investment Advisor Representative working at Genesis Wealth Management Group, LLC in Alton, IL and has over 38 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Genesis Wealth Management Group, LLC | East Alton, IL | Oct 2011 - Current | 12 |
| Genesis Financial Group Inc. | East Alton, IL | Jan 1999 - Current | 25 |
| Gradient Securities, LLC | Arden Hills, MN | Mar 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1985 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
- IL
- MO
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts312ACCOUNTS
-
Average Account Value$98,576
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IL, MO
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