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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
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 |
- AZ
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$241,935
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ
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