Nathan Lee Geist

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

• 08/2015 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Rental Oklahoma City, OK Start date: 2/1/2022 Rental Hours per week: 1 Hours during trading: 0 Maintain property * Oklahoma Baptists Oklahoma City, OK Start date: 1/3/2022 Audit Committee Hours per week: 0 Hours during trading: 0 Serve on the audit committee to oversee the audit process for Oklahoma Baptists. Academy of Classical Christian Studies Type of business: Coaching Basketball Oklahoma City, OK Start date: 10/1/2026 Middle School Basketball Coach Hours per week: 6 Hours during trading: 0 Coaching Middle School basketball at my kids school. My daughters will both be on the team.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-17

Designations

• Certified Financial Planner

Other Names

• Nathan Lee Geist