Jeffrey Wright Helms

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

• 03/2004 → Present
  Geneos Wealth Management, Inc.
  St Augustine, FL
• 08/2013 → 03/2026
  First Coast Wealth Advisors
  St Augustine, FL
• 03/2026 → Present
  Heffernan Financial
  St Augustine, FL

Previous Registrations

• 2003-01-23 → 2003-07-17
  Kestra Investment Services, Llc
  Austin, TX

Other Businesses

1) DBA: HEFFERNAN FINANCIAL BUSINESS LOCATED AT BRANCH LOCATION. 2) INSURANCE BROKER FOR CAPITAS FINANCIAL LLC. 3) ARBITRATION PANELIST FOR FINRA AND NYSE. 4) BOARD MEMBER FOR ST AUGUSTINE GENERAL EMPLOYEES PENSION FUND. 5) INDENDENT REP WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 6) OWNER-FCFA LLC. 7) INDUSTRY EXPERT WITNESS. 8) HEFFERNAN ADVISORY INC-EMPLOYEE. 9) AXIOM PORTFOLIO MANAGER.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-20
• S63 Uniform Securities Agent State Law Examination
  1985-05-08

Designations

• Chartered Financial Analyst