Jon C. Payne

GENESIS WEALTH MANAGEMENT GROUP

East Alton, IL 62024

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CRD#: 1402732

Professional summary

Jon Charles Payne is a registered financial advisor currently at GENESIS WEALTH MANAGEMENT GROUP, LLC located in East Alton, Illinois.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jon has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)DBA GENESIS FINANCIAL GROUP, INC; INVT REL; EAST ALTON, IL 62024; DBA INSURANCE ACTIVITIES; PRESIDENT; START 12/1999; 160 HRS/MO; 160 HRS/MO DURING TRADING; INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Charles Payne's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 21, 2011 - Present

GENESIS WEALTH MANAGEMENT GROUP, LLC

Office #1: 1 Terminal Drive Suite A, East Alton, IL 62024

RIA

CRD#: 159240

East Alton, IL

Past

March 4, 2011 - December 31, 2016

GRADIENT SECURITIES, LLC

CRD#: 127701

EAST ALTON, IL

Past

February 15, 2000 - January 3, 2011

SICOR SECURITIES INC

RIA

CRD#: 16195

EAST ALTON, IL

Past

December 14, 1999 - January 3, 2011

SICOR SECURITIES INC

CRD#: 16195

EAST ALTON, IL

Past

December 7, 1999 - December 20, 1999

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

January 4, 1995 - December 8, 1999

SECURITIES MANAGEMENT & RESEARCH, INC.

CRD#: 759

CEDAR RAPIDS, IA

Past

June 6, 1994 - December 31, 1994

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

March 29, 1993 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

November 21, 1985 - December 31, 1992

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/17/2022)

IAR

Illinois
(10/21/2011)

IAR

Missouri
(4/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/20/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GENESIS WEALTH MANAGEMENT GROUP, LLC

DAYSPRING WEALTH SOLUTIONS, LLC | GENESIS WEALTH MANAGEMENT GROUP, LLC

CRD#: 159240 / SEC#:

Florida

Registered Investment Advisory firm - (6/17/2022 Approved)

Illinois

Registered Investment Advisory firm - (10/13/2011 Approved)

Missouri

Registered Investment Advisory firm - (4/19/2021 Approved)

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Contact information

Main Address

307 Henry Street #311, Alton, IL 62002

Mailing Address

Phone number

(618) 368-2100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	207
AUM (Assets Under Management)	$ 35,446,432

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

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Jon C. Payne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Charles Payne's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

SICOR SECURITIES INC

SICOR SECURITIES INC

AMERICAN GENERAL SECURITIES INCORPORATED

SECURITIES MANAGEMENT & RESEARCH, INC.

WMA SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/1999

Series 63

Date: 11/6/1985

SIE

Date: 12/31/2016

Series 6

Date: 11/20/1985

Current Firm

GENESIS WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GENESIS WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

Contact information

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