John Shea is a CFP, ChFC-designated registered investment advisor at Genesis Wealth Management, INC., based in Coral Gables, FL, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 7 more. Their firm serves 107 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for asset management services will not exceed 1.00%.
Fee Estimator
Contact
John Shea
Location
2525 Ponce De Leon Blvd., Suite 300, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John works part-time as a barista at Christ Fellowship Church since 2022. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Genesis Wealth Management, INC.
Previous Registrations
New England SecuritiesBroker
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
U.S. Wealth Advisors, LLC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
I live in Palm Beach, FL and spends much of my free time serving my local church.