Katrina Geis, financial advisor Indianapolis IN

Katrina Geis

CRD Number: 6161324
Current Firm: J.p. Morgan Securities LLC

Katrina Geis (CRD# 6161324) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Indianapolis, IN and has over 10 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Jp Morgan Securities, LLC Indianapolis, IN Feb 2020 - Current 4
Jp Morgan Chase Bank, N.a. Indianapolis, IN Feb 2020 - Current 4
Ameriprise Financial Services, Inc. Indianapolis, IN Jul 2018 - Feb 2020 1
Pnc Investments Indianapolis, IN Oct 2014 - Jun 2018 3
Pnc Investments Indianapolis, IN Oct 2014 - Jun 2018 3
Strategic Advisers Inc. Covington, KY Dec 2013 - Sep 2014 < 1
Fidelity Brokerage Services LLC Covington, KY Jan 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Katrina M. Geis
Phone Number: 800-999-2000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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