Bryon GemanCRD Number: 6122702
Current Firm: Schwab Private Client Investment Advisory, Inc.
Bryon Geman (CRD# 6122702) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Schwab Private Client Investment Advisory, Inc.||Lone Tree, CO||Oct 2014 - Current||3|
|Charles Schwab & Company, Inc.||Austin, TX||Sep 2012 - Current||5|
|Jpmorgan Chase & Company||Denver, CO||Apr 2009 - Sep 2012||3|
|University Of Colorado Denver||Denver, CO||Jun 2011 - Jul 2012||1|
|Metropolitian State College Of Denver||Denver, CO||Jun 2008 - May 2011||2|
|Spicy Pickle Franchising Company||Denver, CO||Aug 2006 - Aug 2008||2|
|Front Range Community College||Fort Collins, CO||Aug 2006 - Jul 2007||< 1|
|Unemployed||Denver, CO||Apr 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV
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