Unclaimed Profile

Jeffrey Wright Helms

GENEOS WEALTH MANAGEMENT, INC.·ENGLEWOOD, Colorado

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65CFAClean record23 years registeredGENEOS WEALTH MANAGEMENT, INC.

9635 MAROON CIRCLE, ENGLEWOOD, CO 80112CRD# 1346620Firm CRD# 120894

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Wright Helms · ENGLEWOOD, CO

Registration

CRD #1346620 · GENEOS WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

GENEOS WEALTH MANAGEMENT, INC.

Mar 2004 – present

NFP SECURITIES, INC.

Jan 2003 – Jul 2003

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · January 23, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENEOS WEALTH MANAGEMENT, INC.

CRD 120894 · SEC 801-62331

AUM

$5.2B

Regulatory assets under management

Employees

200

21,260 client accounts

Services offered by GENEOS WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GENEOS WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Wright Helms offer?

Jeffrey Wright Helms specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.

What are Jeffrey Wright Helms's credentials?

Jeffrey Wright Helms holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Wright Helms located?

Jeffrey Wright Helms is based in ENGLEWOOD, Colorado, working with GENEOS WEALTH MANAGEMENT, INC.. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does Jeffrey Wright Helms charge for services?

Jeffrey Wright Helms's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENEOS WEALTH MANAGEMENT, INC.?

GENEOS WEALTH MANAGEMENT, INC. has approximately 200 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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