Jeremy Scott Mitchell

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:

Current Employers

Geneos Wealth Management, Inc.

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2006-07-11

AZ RA
APPROVED

Since 2006-07-11

Branch Locations

Glendale, AZ • 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

Organization	City	State	From	To
The Robert Harding Financial Group	Glendale	AZ	04/2006	Present
Geneos Wealth Management Inc.	Glendale	AZ	09/2011	Present

04/2006 → Present

The Robert Harding Financial Group

Glendale, AZ
09/2011 → Present

Geneos Wealth Management Inc.

Glendale, AZ

Previous Registrations

2006-03-06 → 2006-05-02

Raymond James Financial Services, Inc.

Sun City, AZ

Sun City, AZ

Other Businesses

1) DBA: WILL WORK FOR ROBERT HARDING FINANCIAL GROUP LOCATED AT BRANCH LOCATION. 2) MOBLLIS STUDIO LLC-SENIOR DEVELOPER/PARTNER. 3) PILOT/FLIGHT INSTRUCTOR. 4) NOTARY PUBLIC. 5) FALCO LLC-MINORITY LIMITED OWNER.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-05-06

S66 Uniform Combined State Law Examination

2004-05-06

Designations

Certified Financial Planner

View on SEC IAPD