Jonathan Geib, financial advisor Phoenix AZ
90 score

Jonathan Geib

CRD Number: 5896011
Current Firm: Private Advisor Group, LLC

Jonathan Geib (CRD# 5896011) is an Investment Advisor Representative working at Private Advisor Group, LLC in Phoenix, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Clear Skies Financial Phoenix, AZ Aug 2015 - Current 1
Lpl Phoenix, AZ Jun 2015 - Current 1
Private Advisor Group, LLC Morristown, NJ Jun 2015 - Current 1
Bank Of America, N.a. Phoenix, AZ Jan 2012 - Jun 2015 3
Merrill Lynch, Pierce, Fenner And Smith Incorporated Phoenix, AZ Nov 2011 - Jun 2015 3
National Guard Mesa, AZ Apr 2008 - Apr 2012 4
Various Insurance Carriers For W&r Insurance Agencies Mesa, AZ Aug 2011 - Nov 2011 < 1
Waddell & Reed, Inc. Scotssdale, AZ Mar 2011 - Nov 2011 < 1
Unemployed N/a, AZ Dec 2010 - Mar 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
Unemployed Mesa, AZ Oct 2009 - Dec 2009 < 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
Rhodes Grading Apache Junction, AZ Jul 2006 - Oct 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jonathan H. Geib
Phone Number: 973-538-7010
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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
90
Clean Record
This advisor has a clean track record with regulators.

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