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JP

Jamie C. Payne

GENESIS WEALTH MANAGEMENT GROUP
BUNKER HILL, IL 62014
Some features on this profile are disabled
CRD#: 7517886
JP

Professional summary


Jamie Christine Payne, who also goes by Jamie Hogan, is a registered financial advisor currently at GENESIS WEALTH MANAGEMENT GROUP, LLC located in Bunker Hill, Illinois.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jamie has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jamie Hogan

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jamie Christine 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

March 24, 2022 - Present

GENESIS WEALTH MANAGEMENT GROUP, LLC

Office #1: 114 E Warren Street, Bunker Hill, IL 62014
RIA
CRD#: 159240
BUNKER HILL, IL

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
Illinois
(3/24/2022)
IAR
Missouri
(1/11/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/2/2022
Uniform Investment Adviser Law Examination

Current Firm


GW
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
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts207
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.

Company Information


GENESIS WEALTH MANAGEMENT GROUP, LLC

CRD#: 159240Bunker Hill, IL 62014

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