Geraldo WingateCRD Number: 5573671
Current Firm: Edward Jones
Geraldo Wingate (CRD# 5573671) is an Investment Advisor Representative working at Edward Jones in Goodyear, AZ and has over 6 years of experience in the finance industry.
Barnes Investment Advisory Inc.
Foothills Financial Planning, Inc.
Claremont Capital Management, LLC
|Edward Jones||Tempe, AZ||Jul 2008 - Current||9|
|Unemployed||Tolleson, AZ||May 2008 - Jun 2008||< 1|
|Full-time Education||Phoenix, AZ||Aug 2007 - May 2008||< 1|
|Landsafe Credit||Tempe, AZ||Dec 2006 - Aug 2007||< 1|
|Unemployed||Phoenix, AZ||Aug 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV