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Jeff Pietryla

Geowealth Management LLC

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About Jeff Pietryla

Jeff Pietryla is an investment advisor representative with GeoWealth Management LLC based in Chicago, IL. Jeff has over 13 years of experience in the financial services industry. He has a diverse background, having worked for several firms including Goldman Sachs and Center Street Securities. Jeff holds the Series 7, 63, 65 and 66 securities licenses. Jeff specializes in working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jeff Pietryla is currently registered with Geowealth Management LLC. Geowealth Management LLC is an investment advisor based in Chicago, Illinois. They manage approximately $1 billion to $10 billion in assets and provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also offers educational seminars and publishes periodicals. Geowealth Management specializes in serving high-net-worth individuals, corporations, and pension and profit-sharing plans.
Geowealth Management LLC

444 N. MICHIGAN AVENUE

CHICAGO, IL 60611

$12.33B

Assets Under Management

Not reported

Total Clients

16

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Jeff Pietryla’s Registration & Firm History

IL

05/03/2024 - Present

Geowealth Management LLC (CHICAGO IL)

IL

08/25/2021 - 05/02/2024

ARETE WEALTH MANAGEMENT, LLC (Chicago IL)

TN

05/25/2022 - 12/01/2023

CENTER STREET SECURITIES, INC. (NASHVILLE TN)

NY

04/15/2011 - 11/10/2014

GOLDMAN, SACHS & CO. (NEW YORK NY)

IL

06/14/2005 - 01/24/2006

WACHOVIA SECURITIES, LLC (NAPERVILLE IL)

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Licenses & Designations

BOTH

Issued 03/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/23/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/15/2021

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 5 public disclosures for Jeff Pietryla. Review regulatory record here.
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