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Jeffrey Wright Helms

DirectorGeneos Wealth Management, Inc.CRD 1346620

About Jeffrey Wright Helms

Jeffrey Wright Helms is listed as Director at Geneos Wealth Management, Inc. in Englewood, CO. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Geneos Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Wright Helms work?

Jeffrey Wright Helms is listed as Director at Geneos Wealth Management, Inc. on SEC Form ADV.

How much of Geneos Wealth Management, Inc. does Jeffrey Wright Helms own?

Form ADV reports a beneficial ownership band of Under 5%.

Geneos Wealth Management, Inc.

TitleDirector
OwnershipUnder 5%
Control personYes
Since2007