Jonathan GeibCRD Number: 5896011
Current Firm: Clear Skies Financial
Jonathan Geib (CRD# 5896011) is an Investment Advisor Representative working at Clear Skies Financial in Phoenix, AZ and has over 6 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Clear Skies Financial LLC||Phoenix, AZ||Nov 2016 - Current||1|
|Jj Rock Co||Phoenix, AZ||Sep 2016 - Current||1|
|Jon Geib, Sole Proprietor||Phoenix, AZ||Jul 2015 - Current||2|
|Dq Holdings, LLC||Phoenix, AZ||Feb 2015 - Current||3|
|Armageddon Tactical Solutions||Scottsdale, AZ||Jun 2013 - Current||4|
|Lpl Financial, Llc Dba Clear Skies Financial||Phoenix, AZ||Jun 2015 - Nov 2016||1|
|Private Advisor Group, Llc Dba Clear Skies Financial||Morristown, NJ||Jul 2015 - Oct 2016||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Phoenix, AZ||Dec 2011 - Jul 2015||3|
|Bank Of America, N.a.||Phoenix, AZ||Jan 2012 - Jun 2015||3|
|National Guard||Mesa, AZ||Apr 2008 - Apr 2012||4|
|Waddell & Reed, Inc.||Scotssdale, AZ||Jun 2011 - Dec 2011||< 1|
|W&r Insurance Agencies||Mesa, AZ||Aug 2011 - Nov 2011||< 1|
|J & J Investment Group||Mesa, AZ||Jan 2008 - Mar 2011||3|
|Awc Service Tech||Phoenix, AZ||Jan 2010 - Dec 2010||< 1|
|Seccion Amarilla||Phoenix, AZ||Dec 2009 - Jan 2010||< 1|
|Phillips And Assoc||Phoenix, AZ||Jul 2009 - Oct 2009||< 1|
|Holiday Motorhomes||Mesa, AZ||Aug 2008 - Jul 2009||< 1|
|Beaudry Rv||Chandler, AZ||Oct 2007 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management5MILLIONS
Total Number of Accounts39ACCOUNTS
Average Account Value$133,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.