Jonathan Geib, financial advisor Phoenix AZ
93 score

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 Phoenix, AZ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
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 5
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
Contact Info for Jonathan H. Geib
Phone Number: 480-999-2970
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $133,333
Compensation Options
  • A percentage of assets under your management
  • 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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