Jeff Helms

Experience

• 

  The Advisors Group

  Jan 1985 - Mar 2000

  President and CEO/Board Chair

  Led the expansion of a Registered Investment Advisor and broker/dealer to more than 400 advisors and $2 billion in assets under management. Developed industry leading investment platforms and served on multiple committees for industry trade associations.

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  Financial Engines

  May 2002 - Dec 2003

  VP - Wealth Management

  Developed and implemented fintech strategies for delivering retirement and financial planning services through banks, discount brokerage firms, insurance companies, and independent advisors. Consulted directly with senior management, Board Chair Bill Sharpe (Nobel Prize recipient in 1990), and company investors on strategic development of relationships with Wall Street firms.

• 

  First Coast Wealth Advisors

  Jan 2003 - now

  Managing Partner/President

  Founder and Managing Partner Developed an innovative family office model to work with successful individuals and business owners to coordinate their financial lives. Currently serving more than 300 individual and corporate clients in 14 states. Visit our our blog at http://info.firstcoastadvisors.com/blog.

• 

  City Of St Augustine

  Jan 2009 - now

  Board Chair - City of St Augustine General Employees Retirement Board

  Board Chair of the City's General Employee Retirement Fund. Oversee investment strategy and interact with city officials to achieve the long term goals of the plan.

• 

  Geneos Wealth Management Inc

  Jun 2010 - now

  Member Board Of Directors

  Responsible for working with senior management to successfully guide a nationally recognized registered investment advisor, broker/dealer, and fintech company. Provide input and guidance on strategic initiatives.