Jack Nicholas Geise

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2022 → 03/2023
  Dowling & Yahnke, Llc
  San Diego, CA
• 09/2022 → Present
  Corient
  San Diego, CA
• 08/2021 → 05/2022
  St. Bonaventure
  Allegany, NY
• 05/2020 → 08/2020
  Future Champions Golf
  San Diego, CA
• 05/2021 → 08/2021
  Equitable Advisors
  Buffalo, NY
• 08/2013 → 05/2017
  Santa Fe Christian
  San Diego, CA
• 08/2017 → 05/2018
  St. Bonaventure
  Allegany, NY
• 08/2018 → 05/2019
  St. Bonaventure
  Allegany, NY
• 08/2019 → 05/2020
  St. Bonaventure
  Allegany, NY
• 08/2020 → 05/2021
  St. Bonaventure
  Allegany, NY
• 05/2019 → 08/2019
  Future Champions Golf
  San Diego, CA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-13

Designations

• Certified Financial Planner