Jonathan Mark Geitz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1999 → Present
  Edward D. Jones & Co., L.P.
  St. Louis, MO

Other Businesses

EMPORIA AREA CHAMBER OF COMMERCE CHAIRMAN CHAIRMAN OF THE BOARD BEGINNING 01/07 Emporia High School Business Advisory EMPORIA, KS Start date: 1/1/2012 member Hours per week: 0 Hours during trading: 0 Attend 2 meeting per year to discuss current curriculum in local high school business department. Eagle4 LLC Type of business: rental property Emporia, KS Start date: 8/1/2016 Member Hours per week: 1 Hours during trading: 1 Maintain property

Exams

• S66 Uniform Combined State Law Examination
  2006-12-22
• S63 Uniform Securities Agent State Law Examination
  1999-08-11

Designations

• Certified Financial Planner

Other Names

• Jon Geitz