Jerry Lane Smith

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
GA	RA	APPROVED	2024-08-02
NC	RA	APPROVED	2024-08-01
FL	RA	APPROVED	2024-07-31
TX	RA	APPROVED	2004-01-02

GA RA
APPROVED

Since 2024-08-02
NC RA
APPROVED

Since 2024-08-01
FL RA
APPROVED

Since 2024-07-31
TX RA
APPROVED

Since 2004-01-02

Branch Locations

Georgetown, TX • 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	Georgetown	TX	12/2003	Present
Lifetime Investments	Georgetown	TX	01/2004	Present

12/2003 → Present

Geneos Wealth Management, Inc

Georgetown, TX
01/2004 → Present

Lifetime Investments

Georgetown, TX

Previous Registrations

2003-09-26 → 2003-12-31

United Securities Alliance, Inc.

Salado, TX
1996-06-07 → 2003-10-02

Cetera Advisors Llc

Salado, TX

Other Businesses

1)DBA:LIFETIME INVESTMENTS LOCATED AT BRANCH LOCATION. 2)INDEPENDENT INSURANCE AGENT WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3)HELEN GRACY SMITH LIMITED PARTNERSHIP-LIMITED PARTNER.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1994-01-20

S63 Uniform Securities Agent State Law Examination

1994-01-20

View on SEC IAPD