Greenville, NC Office
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Geneos Wealth Management, Inc.
Multi-team
Firm-wide stats for Geneos Wealth Management, Inc.
About
Geneos Wealth Management is an SEC‑registered investment adviser that offers financial planning, portfolio management, and referrals to third‑party money managers through traditional and wrap‑fee programs (including VIP, VIP Ultra and Axiom). The firm serves individuals (including high‑net‑worth clients), trusts, estates, corporations, pension and profit‑sharing plans and other institutions, and reported $5,597,000,000 in client assets under management as of December 31, 2024.
Geneos enables representatives to provide ongoing advisory supervision—typically on a discretionary basis for non‑ERISA accounts and non‑discretionary for certain ERISA plans—using a mix of fundamental, technical, charting and cyclical analysis and strategies that include long‑term and short‑term equity positions, options, margin and tactical asset‑allocation approaches. Clients can receive customized accounts or model‑based allocations through Axiom, participate in advisor‑managed VIP platforms, or be referred to approved unaffiliated money managers where representatives act as the conduit and monitor.
The firm’s dual role as both an SEC‑registered adviser and a FINRA‑registered broker‑dealer is a distinguishing feature: Geneos conducts broker‑dealer activities that generate ticket charges and other revenue (including fees tied to Pershing sweep/Insured Deposit Program arrangements and business growth credits). Geneos also discloses relationships between related persons and law firms, real estate brokers and pension consultants, and has previously addressed an SEC enforcement matter—rebating amounts the SEC identified (at least $1,047,617.50 in 12b‑1 fees and $386,185.77 in revenue sharing) and revising policies—while also disclosing potential conflicts such as promoter/referral fees and forgivable transition notes to representatives.
Based on Geneos Wealth Management, Inc.
Expertise
Based on Geneos Wealth Management, Inc.
Location
127 Oakmont Drive
Greenville NC 27858
Advisors at this office
3
Advisors at this office
James B
Series 63, Series 65
Greenville, NC
Geneos Wealth Management, Inc.
James Buckman IV is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with both Buckman Investments LLC and Geneos Wealth Management since 2008. Outside of his advisory role, he is involved as an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic strategies and discretionary trading, with options for both customized portfolios and third-party managed accounts.
James T
CFP®, ChFC®, Series 63, Series 65
Greenville, NC
Geneos Wealth Management, Inc.
James Taunton is a CFP® and ChFC® with 35 years of industry experience. He is affiliated with Geneos Wealth Management, Inc. and has been with the firm for 20 years, also operating Taunton Financial since 2016. In addition to his advisory work, he serves as an industry expert witness. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm’s investment process involves continuous account monitoring, discretionary trading, and a variety of analytic and strategic approaches tailored to client needs.
Jameson T
Series 63, Series 65
Greenville, NC
Geneos Wealth Management, Inc.
Jameson Taunton is a financial advisor with Geneos Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Geneos Wealth Management since 2014 and operates Taunton Financial. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining discretionary trading authority with continuous account monitoring.
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