Geoffrey Jarocki, financial advisor Greenwood Village CO
93 score

Geoffrey Jarocki

CRD Number: 3114138
Current Firm: Icon Advisers, Inc.

Geoffrey Jarocki (CRD# 3114138) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Icon Distributors, Inc. Greenwood Village, CO Jul 2014 - Current 2
Pioneer Institutional Asset Management, Inc. Boston, MA Apr 2006 - Jun 2014 8
Pioneering Services Corporation Boston, MA Aug 1998 - Jun 2014 15
Pioneer Funds Distributor, Inc. Boston, MA Aug 1998 - Jun 2014 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Geoffrey P. Jarocki
Phone Number: 303-790-1600
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,212
    MILLIONS
  • Total Number of Accounts
    30,964
    ACCOUNTS
  • Average Account Value
    $71,426
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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