Sjs Investment Services

Sjs Investment Services (CRD# 107219) is a financial advisory firm headquartered in Sylvania, OH. They manage $2,239,265,454 in 2,636 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
6711 Monroe St., Building Iv, Suite A, Sylvania, OH 43560
https://www.linkedin.com/in/garygeiger1
By the Numbers
  • Total Assets Under Management
    2,239
    MILLION
  • Total Number of Accounts
    2,636
    ACCOUNTS
  • Average Account Value
    $849,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MI, NC, NY, OH, SC, TN, TX, VA

Financial Advisors at Sjs Investment Services
Showing 11 - 13 of 13 top financial advisors.
11
Kathleen Cristofoli, financial advisor Sylvania OH
Kathleen Cristofoli
CRD#: 7481185
6711 Monroe St., Building Iv, Suite A, Sylvania, OH 43560

Kathleen Cristofoli (CRD# 7481185) is an Investment Advisor Representative working at Sjs Investment Services in Sylvania, OH and has over 2 years of experience in the finance industry.

12
Katie Floyd, financial advisor Sylvania OH
Katie Floyd
CRD#: 7481197
6711 Monroe St., Building Iv, Suite A, Sylvania, OH 43560

Katie Floyd (CRD# 7481197) is an Investment Advisor Representative working at Sjs Investment Services in Sylvania, OH and has over 2 years of experience in the finance industry.

13
Jeffrey Lewis, financial advisor Sylvania OH
Jeffrey N. Lewis
CRD#: 7840301
6711 Monroe St., Building Iv, Suite A, Sylvania, OH 43560

Jeffrey Lewis (CRD# 7840301) is an Investment Advisor Representative working at Sjs Investment Services in Sylvania, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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