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Christopher D
CFP®, Series 66
St. Augustine, FL
Geneos Wealth Management, Inc.
Christopher Draughon is a CFP® professional with 19 years of experience in the financial services industry. He has been with Geneos Wealth Management, Inc. since 2012 and previously worked at First Coast Wealth Advisors and Heffernan Financial. Outside of his advisory role, he is involved in photography through Chris Draughon Photography. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, corporations, and institutional plans. The firm offers financial planning, portfolio management, and access to third-party money managers using a range of strategies including fundamental, technical, and tactical asset allocation.
Jeffrey H
CFA®, Series 63, Series 65
St. Augustine, FL
Geneos Wealth Management, Inc.
Jeffrey Helms is a CFA® charterholder with 38 years of industry experience. He is currently with Geneos Wealth Management, Inc. and has previously worked at First Coast Wealth Advisors and Heffernan Financial. Helms serves as an arbitration panelist for FINRA and NYSE and is a board member of the St. Augustine General Employees Pension Fund. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension plans, and other institutions. The firm offers financial planning, portfolio management, and access to third-party money managers through various programs, employing a range of investment strategies including fundamental and technical analysis.
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