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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Johnson is a financial advisor in Bellevue, Washington. Geoffrey has been working in the financial industry for over two decades, holding a variety of positions with firms such as Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Geoffrey currently works as a registered investment advisor with Soltis Investment Advisors, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
07/23/2024 - Present
Soltis Investment Advisors, LLC (Bellevue WA)
CT
05/04/2018 - 11/27/2023
VP DISTRIBUTORS LLC (HARTFORD CT)
WA
05/19/2017 - 04/11/2018
EDWARD JONES (TACOMA WA)
MA
06/24/2013 - 04/28/2017
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
WA
04/30/2010 - 01/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
WA
01/01/2008 - 04/01/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
08/10/2006 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
09/08/2004 - 06/13/2006
RUSSELL FUND DISTRIBUTORS, INC. PART OF RUSSELL INVESTMENT GROUP (SEATTLE WA)
MN
07/16/2004 - 08/30/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
09/06/2001 - 05/17/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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