Geneos Wealth Management
43yrs
Top advisor by experience in Englewood
20yrs
Jonathan Wright
Full name on record: Jonathan M. Wright
Financial advisor at Geneos Wealth Management
Jonathan Wright has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Englewood, Colorado. Jonathan has been with Geneos Wealth Management since 2011; before that, Jonathan spent two years at Kestra Investment Services. Geneos Wealth Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 239 advisors with offices in Englewood, and one of 220 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 68% of advisors in Colorado
Office9635 Maroon Circle Suite 100, Englewood, CO 80112
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$423,489
Advisors at the firm185
States licensed ?1 state
Services through Geneos Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowGeneos Wealth Management, Inc.Current firm
- Jun 2009 – Mar 2011Kestra Investment Services, LLCPreviously
Contact Jonathan
(303) 785-8470Geneos Wealth Management main office 9635 Maroon Circle Suite 100Englewood, CO 80112Office · Get directions Firm websiteHTTP://WWW.GENEOSWEALTH.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Geneos Wealth Management at (303) 785-8470 and ask for Jonathan Wright. Jonathan works from the Englewood, CO office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2007, about 20 years. More experience than 68% of advisors in Colorado.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Geneos Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Geneos Wealth Management
43yrs
Top 1% by experience in Englewood
Schaefer Financial Management
43yrs
Top advisor by experience at Schaefer Financial Management
The Ameriflex Group
42yrs
Top 2% by experience in Englewood
Geneos Wealth Management
42yrs
Top 2% by experience in Englewood
Raymond James Financial Services Advisors
41yrs
Top 2% by experience in Colorado