AJ
AJ

Austin R Jamison

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

2325 Green Valley Rd, Suite 106, New Albany, IN, 47150

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Austin works under Wright Wealth Management, a non-investment related business, dedicating full-time hours. He is also a notary public and an independent representative with various insurance carriers for fixed insurance sales, dedicating minimal time.

Employment History
Current Registrations
Geneos Wealth Management, INC.
May 2019 - Present · 6 yrs 9 mos
Geneos Wealth Management, INC.Broker
April 2018 - Present · 7 yrs 10 mos
State Registrations2 states
INKY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.