Advisor at Genesis Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Genesis Wealth Management
Location
Bunker Hill, IL 62014
Credentials
Series 65
Industry experience
4 years
Jamie Payne is a Series 65-licensed advisor with Genesis Wealth Management Group, LLC, based in Alton, IL. He has three years of industry experience and has previously worked at Franklin & Vaughn, LLC. Genesis Wealth Management Group serves individual clients, trusts, estates, and charitable organizations with financial planning and portfolio management, offering discretionary and non-discretionary advisory services along with retirement plan consulting. The firm uses an IPS-driven process and a combination of in-house management, sub-advisors, and third-party platforms to tailor investment strategies to client objectives and risk profiles.
Based on Genesis Wealth Management
Based on Genesis Wealth Management
$0 - $749,999: 1.00% annually $750,000 - $999,999: 0.75% annually $1,000,000+: 0.65% annually
$175 per hour for financial planning services
114 E Warren Street
Bunker Hill, IL 62014
Illinois · Missouri
Genesis Wealth Management Group, LLC
2022 - Present (4 years)
Genesis Financial Group, Inc.
2021 - Present (5 years)
Franklin & Vaughn, LLC
2016 - 2021 (5 years)
Homemaker
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hamel, IL
Abundance Advisors, Inc.
CFP®, Series 63, Series 65
Alton, IL
Financial Planning Advisors, Inc.
Series 63, Series 66
Bethalto, IL
Legacy Wealth Planning
CFP®, Series 66
Alhambra, IL
Adk Wealthcare Partners
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
Series 63, Series 65
East Alton, IL
Genesis Wealth Management
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