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Gary Jon Geiger

SJS Investment Services

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About Gary Jon Geiger

Gary Jon Geiger is an investment advisor representative at SJS Investment Services. He has been working in the financial services industry since 1987. Gary has a Series 6, 63 and 65 license. Gary has experience working with a variety of clients including individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal governments. Gary focuses on providing financial planning, and portfolio management services for businesses and individuals. Gary holds a state license to sell insurance and is registered with the state of Ohio and Texas as an Investment Adviser Representative.

Firm Information

Gary Geiger is currently registered with SJS Investment Services. SJS Investment Services is an investment advisory firm located in Sylvania, OH. Founded in 2007, the firm provides a variety of services, including financial planning, portfolio management for individuals and businesses, and investment advice for a range of clients. SJS Investment Services manages over $2.2 billion in assets for individuals, families, businesses, and institutions. The firm is registered with the SEC and has a team of 17 investment advisor representatives and 4 licensed agents.
SJS Investment Services

6711 MONROE ST.

SYLVANIA, OH 43560

$2.24B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Geiger’s Registration & Firm History

OH

01/12/2011 - Present

SJS Investment Services (SYLVANIA OH)

OH

03/31/2003 - 10/31/2008

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (TOLEDO OH)

OH

08/31/1987 - 03/31/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

OH

09/09/1988 - 02/22/1993

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 10/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Jon Geiger.
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