Jeffery Charles Peoples

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
CO	RA	APPROVED	2013-02-22

CO RA
APPROVED

Since 2013-02-22

Branch Locations

Denver, CO • 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
Geneos Wealth Management, Inc	Denver	CO	04/2008	Present
G5 Financial Group	Denver	CO	06/2009	Present

04/2008 → Present

Geneos Wealth Management, Inc

Denver, CO
06/2009 → Present

G5 Financial Group

Denver, CO

Other Businesses

1} DBA: WILL WORK UNDER G5 FINANCIAL GROUP BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) PRESIDENT OF HI-LIN WATER & SANITATION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-02-11
S63	Uniform Securities Agent State Law Examination	1992-12-24

S66 Uniform Combined State Law Examination

2013-02-11
S63 Uniform Securities Agent State Law Examination

1992-12-24

Other Names

Jeff Peoples
Jeffery C Peoples

View on SEC IAPD