James Wilder
Investment adviser representative at Geneos Wealth Management, Inc.
12 yearsExperience
6 statesRegistered in
$9.2BFirm assets
23 yearsFirm in business
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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
12 years in the industry.
- Geneos Wealth Management, Inc.Aug 2024 to now
- Autumn Wealth Management LLCAug 2024 to now
- Kestra Advisory Services, LLCMay 2021 to Aug 2024
- Kestra Investment Services, LLCMay 2021 to Aug 2024
- Cornerstone Capital WealthOct 2020 to May 2021
- Geneos Wealth ManagementOct 2020 to May 2021
- Equitable Advisors, LLCFeb 2014 to Oct 2020
- AXA AdvisorsFeb 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 6 states (FL, GA, MI, NC, NY, 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
- 6293592
- Firm CRD
- 120894