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.
| Title | Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2007 |