John Genco, financial advisor Needham MA
90 score

John Genco

CRD Number: 5947421
Current Firm: Beaumont Financial Partners LLC

John Genco (CRD# 5947421) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Beaumont Financial Partners, LLC Wellesley Hills, MA Nov 2012 - Current 5
N/a Darien, CT May 2012 - Oct 2012 < 1
Boston College Chestnut Hill, MA Jun 2008 - May 2012 3
Knight Capital Group Jersey City, NJ Jun 2011 - Sep 2011 < 1
Strictly Accounting Cpa Stamford, CT Jun 2010 - Sep 2010 < 1
Fairfield Prep Fairfield, CT Jun 2005 - Jun 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for John P. Genco
Phone Number: 781-400-2800
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,395
    MILLIONS
  • Total Number of Accounts
    2,816
    ACCOUNTS
  • Average Account Value
    $495,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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