Brian Jason Murphy

Employer firm

Geneos Wealth Management, Inc. CRD 120894

$9.22B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 12/2022
  Sagepoint Financial Inc.
  Los Angeles, CA
• 12/2022 → Present
  Geneos Wealth Management Inc
  San Gabriel, CA
• 01/2023 → 02/2024
  Brian J. Murphy
  Whittier, CA
• 02/2024 → Present
  Eh Financial Group Inc
  San Gabriel, CA

Previous Registrations

• 2012-03-02 → 2022-12-07
  Osaic Services, Inc.
  Arcadia, CA
  Newbury Park, CA
  San Gabriel, CA
  San Gabriel, CA
• 2009-12-14 → 2012-03-23
  Morgan Stanley
  Los Angeles, CA
• 2004-05-27 → 2005-09-26
  Deutsche Bank Securities Inc.
  Los Angeles, CA
• 2002-10-06 → 2004-06-08
  Wells Fargo Investments, Llc
  San Diego, CA

Other Businesses

1) DBA: EH FINANCIAL GROUP INC- non investment related business located at branch location. 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES - non investment related business done from branch location - start date 06/22 - 0-5 hours a month and during trading hours. 3) BMJC Financial - Owner - Holding Company for tax purposes - non-investment related business located at branch location - start date 02-02-18 / 0-5 hours a month - not during trading hours. 4) RENTAL PROPERTY INCOME FOR 3 PROPERTIES - Owner of non-investment Rental Real Estate done at branch location - start date 01-01-12 - 0-5 hours a month - not during trading hours. 5) IDAHO WOLF PACK LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 08-14-18 - 0-5 hours a month - not during trading hours. 6) BRUINS OF BOISE LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 06-02-17 - 0-5 hours a month - not during trading hours. 7) BRBJ LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 10-21-21 - 0-5 hours a month. 8) BMF GARDEN CITY LLC - Rental Real Estate Member non-investment related business done from private residence in Boise ID - start date 02-28-20 - 0-5 hours a month. 9) BLEM LLC - Rental Real Estate Member - non-investment related business done from private residence in Boise ID - start date 05-03-19 - 0-5 hours a month - not during trading hours. 10) WATCH COLLECTING AND SALES - buying and selling vintage and modern watches - non-investment related business located at branch location - start date - 01-01-23 - 0-5 hours a month - not during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-02

Designations

• Certified Financial Planner