Jeremy GeelsCRD Number: 6354852
Current Firm: Edward Jones
Jeremy Geels (CRD# 6354852) is an Investment Advisor Representative working at Edward Jones in Scotts Valley, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
|Edward Jones||St Louis, MO||Jun 2014 - Current||2|
|Mission Springs||Scotts Valley, CA||Mar 2014 - Jun 2014||< 1|
|Responselink||Santa Clara, CA||Apr 2013 - Feb 2014||< 1|
|Responselink||Santa Clara, CA||Oct 2012 - Mar 2013||< 1|
|Mission Springs||Scotts Valley, CA||Oct 2006 - Oct 2012||6|
|Human Resources Research Organization (humrro)||Monterey, CA||Apr 2011 - May 2011||< 1|
|Human Resources Research Organization (humrro)||Monterey, CA||Aug 2010 - Sep 2010||< 1|
|Mission Springs||Scotts Valley, CA||Jul 2004 - Oct 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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