Jameson TauntonCRD Number: 5897746
Current Firm: Geneos Wealth Management, Inc.
Jameson Taunton (CRD# 5897746) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Greenville, NC and has over 3 years of experience in the finance industry.
Carolina Wealth Management, Inc.
On Investment Management Co
Geneos Wealth Management, Inc.
|Taunton Financial||Greenville, NC||Jan 2017 - Current||1|
|Geneos Wealth Management||Greenville, NC||May 2014 - Current||3|
|Jim Taunton Cfp,clu,chfc||Greenville, NC||May 2014 - Oct 2014||< 1|
|Colonial Life Insurance||Greenville, NC||Feb 2014 - Jun 2014||< 1|
|Unemployed||Winterville, NC||Jan 2014 - Feb 2014||< 1|
|One Source Communications||Greenville, NC||Aug 2013 - Dec 2013||< 1|
|Enterprise Rent-a-car||Kinston, NC||Jul 2013 - Aug 2013||< 1|
|Vantage South Bank||Greenville, NC||Aug 2011 - Jun 2013||1|
|State Employees Credit Union||Washington, NC||Jan 2010 - Aug 2011||1|
|Brown & Wood Automotive||Greenville, NC||Oct 2009 - Dec 2009||< 1|
|Joe Pechles Automotive||Greenville, NC||Jul 2009 - Sep 2009||< 1|
|East Carolina University||Greenville, NC||May 2004 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2014|
|S65||NASAA Investment Advisors Law Examination||Jan 2015|
Total Assets Under Management2,647MILLIONS
Total Number of Accounts13,540ACCOUNTS
Average Account Value$195,464
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.