Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Geiger is a financial advisor registered with Charles Schwab & CO., Inc. Jonathan has been in the financial services industry since 1995 and has a broad range of experience. Jonathan has held previous roles at J.P. Morgan Institutional Investments Inc., Seligman Advisors, Inc., and Gruntal & Co. Incorporated. Jonathan is currently licensed to provide investment advice in 26 states. Jonathan also holds a Series 7 General Securities Representative Examination, Series 63 Uniform Securities Agent State Law Examination, Series 65 Uniform Investment Adviser Law Examination, and SIE Securities Industry Essentials Examination.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
01/02/2019 - Present
Charles Schwab & CO., Inc. (New York City NY)
KS
06/23/2010 - 09/21/2010
BURCH & COMPANY, INC (LEAWOOD KS)
NY
01/01/2005 - 08/05/2009
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
06/15/2001 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
MA
03/10/1998 - 06/15/2001
J.P. MORGAN FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
07/24/1996 - 01/12/1998
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
12/06/1994 - 05/02/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
07/18/1994 - 11/23/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 05/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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