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James Lee Young

Geneos Wealth Management, Inc.

Grand Junction, CO

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Current Employers
Geneos Wealth Management, Inc.

9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2015-08-28
TX RA APPROVED 2015-08-28
  • CO RA
    APPROVED
    Since 2015-08-28
  • TX RA
    APPROVED
    Since 2015-08-28

Branch Locations

300 Main Street Suite 304, Grand Junction, CO 81501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneos Wealth Management Inc Grand Junction CO 08/2015 Present
Independent Wealth Management Grand Junction CO 08/2015 Present
Previous Registrations
Other Businesses

1).DBA:WILL WORK UNDER INDEPENDENT WEALTH MANAGEMENT NON INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED INSURANCE BUSINESS.3)LEE YOUNG LLC - OWNER

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-03-10
  • S63 Uniform Securities Agent State Law Examination
    1989-03-10

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Grand Junction, CO
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AMERIPRISE FINANCIAL SERVICES, LLC · GRAND JUNCTION, CO
CETERA INVESTMENT ADVISERS LLC · Grand Junction, CO
CONNOLLY FINANCIAL GROUP · GRAND JUNCTION, CO
EDWARD JONES · GRAND JUNCTION, CO
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