New Albany, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$9,006,336,915
ClientsTotal clients
21,267
AdvisorsAdvisors at this office
3
Of 183 advisors across 97 offices
Location
2325 Green Valley Rd, Suite 106
New Albany IN 47150
Advisors at this office
3
Advisors at this office
Austin J
Series 66
New Albany, IN
Geneos Wealth Management, Inc.
Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. 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 approaches and investment strategies tailored to client needs.
Eric W
Series 66
New Albany, IN
Geneos Wealth Management, Inc.
Eric Wint is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LHC Group and Kindred At Home. Wint serves as a board member of the Kolton Kaiser Foundation and is a partner in EJ Financial LLC. 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 approaches and investment strategies tailored to client needs.
Jonathan W
Series 63, Series 65
New Albany, IN
Geneos Wealth Management, Inc.
Jonathan Wright is a financial advisor with Geneos Wealth Management, Inc. in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Geneos since 2011 and has also operated Wright Wealth Management since 2019. Outside of his advisory work, he is a member of Marvin and Otis Wright Family Farm LLC. Geneos Wealth Management serves a diverse client base that includes 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 approaches and strategies tailored to client needs.
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