Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Reeves is a financial advisor based in South Jordan, UT and has been working in the financial services industry since 2000. Geoffrey has held various roles in the industry, including positions at Edward Jones, Blackrock, Goldman Sachs and J.P. Morgan. Geoffrey is currently registered with NFP Retirement Inc., where he provides financial planning and portfolio management services to individuals and businesses. His expertise extends to pension consulting and selection of other advisors. Geoffrey is also a Series 6, 7, 24, 26 and 65 licensed professional.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
11/20/2023 - Present
NFP Retirement Inc. (South Jordan UT)
UT
08/08/2016 - 08/30/2021
EDWARD JONES (SOUTH JORDAN UT)
NJ
04/08/2013 - 04/19/2016
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
06/02/2009 - 04/17/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
CO
11/08/2005 - 05/22/2009
JANUS DISTRIBUTORS LLC (DENVER CO)
NY
12/05/2003 - 11/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MO
08/15/2001 - 12/16/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NJ
02/02/2000 - 09/13/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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