Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Geller is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey is currently registered with J.P. Morgan Institutional Investments Inc. and has held previous roles at Russell Institutional Services, Russell Fund Distributors, Inc., and Commonfund Securities, Inc. Jeffrey holds the Series 7, 24, 63, and 65 licenses. Jeffrey's expertise lies in providing comprehensive financial advice and investment management services to individuals and institutions.
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.
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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2
NY
01/12/2007 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
WA
06/25/2004 - 12/20/2006
RUSSELL INSTITUTIONAL SERVICES PART OF RUSSELL INVESTMENT GROUP (TACOMA WA)
WA
10/25/2002 - 08/13/2004
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
CT
07/24/2001 - 05/07/2002
COMMONFUND SECURITIES, INC. (WILTON CT)
BC
Issued 07/24/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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