James Young, financial advisor Grand Junction CO

James Young

CRD Number: 1919410
Current Firm: Geneos Wealth Management, Inc.

James Young (CRD# 1919410) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Grand Junction, CO and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Inc. Grand Junction, CO Aug 2015 - Current 8
Independent Wealth Management Grand Junction, CO Aug 2015 - Current 8
Linsco/private Ledger Corp. Grand Junction, CO Sep 1997 - Aug 2015 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
Contact Info for James L. Young
Phone Number: 303-785-8470
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    4,646
    MILLIONS
  • Total Number of Accounts
    19,340
    ACCOUNTS
  • Average Account Value
    $240,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, WY

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