John Philip Genco
Investment Adviser Representative at Whalerock Point Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Philip Genco is an investment adviser representative with Whalerock Point Partners, LLC in West Palm Beach, FL, where they have been registered since 2018. They have worked in the securities industry since 2013 and were previously registered with Beaumont Financial Partners LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Rhode Island.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Rhode Island
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WhaleRock Point Partners, LLCJul 2018 – no end date reportedProvidence, RI
- WhaleRock Point PartnersJul 2018 – no end date reportedProvidence, RI
- Beaumont Financial PartnersSep 2012 – Jun 2018Needham, MA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Whalerock Point Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.011
- First $1,000,0001.10%
- Next $2,000,0000.90%
- Next $2,000,0000.75%
- Above $5,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Customized investment advice, asset allocation modeling, strategic and tactical portfolio positioning, tailored portfolios adhering to a personalized Investment Policy Statement, and growth and wealth preservation strategies.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- West Palm Beach, FL
- SEC file number:
- 801-66848
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 16, 2026
View full firm profileOther advisors at Whalerock Point Partners, LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Philip Genco has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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