Jason Thorne, financial advisor Gettysburg PA
96 score

Jason Thorne

CRD Number: 5477596
Current Firm: Geneos Wealth Management, Inc.

Jason Thorne (CRD# 5477596) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Gettysburg, PA and has over 8 years of experience in the finance industry. Jason Thorne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Keystone Financial Strategies York, PA Sep 2009 - Current 7
Geneos Wealth Management, Inc. York, PA Jul 2008 - Current 8
Stambaugh Ness Financial Strategies York, PA Dec 2007 - Sep 2009 1
1st Global Insurance Services, Inc. York, PA May 2008 - Jun 2008 < 1
1st Global Capital Corp. York, PA Feb 2008 - Jun 2008 < 1
Stambaugh Ness, Pc York, PA Jan 2002 - Jun 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Jason P. Thorne
Phone Number: 303-785-8470
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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