Jonathan Geib, financial advisor Gilbert AZ

Jonathan Geib

CRD Number: 5896011
Current Firm: Clear Skies Financial

Jonathan Geib (CRD# 5896011) is an Investment Advisor Representative working at Clear Skies Financial in Gilbert, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Clear Skies Financial LLC Phoenix, AZ Jan 2017 - Current 7
Jj Rock Co Phoenix, AZ Sep 2016 - Current 7
Clear Skies Financial LLC Phoenix, AZ May 2016 - Current 7
Jon Geib, Sole Proprietor Phoenix, AZ Jul 2015 - Current 8
Dq Holdings, LLC Phoenix, AZ Feb 2015 - Current 9
Armageddon Tactical Solutions Scottsdale, AZ Jun 2013 - Dec 2016 3
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jonathan H. Geib
Phone Number: 480-278-4610
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $241,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ

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