Brian Jason Murphy
Investment adviser representative at Geneos Wealth Management, Inc.
14 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$9.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Eh Financial Group IncFeb 2024 to now
- Geneos Wealth Management, Inc.Dec 2022 to now
- Brian J. MurphyJan 2023 to Feb 2024
- Sagepoint Financial Inc.Mar 2012 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, MD, MI, RI, TX).
Geneos Wealth Management, Inc.
$9.2BAssets managed
21,668Clients
184Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4576085
- Firm CRD
- 120894