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Jackson Geiser

Strategic Advisers LLC

Sarasota, FL

Nokomis, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-27
FL RA APPROVED 2026-01-27
  • TX RA
    APPROVED
    Since 2026-07-27
  • FL RA
    APPROVED
    Since 2026-01-27

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Nokomis, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
College Education Oxford OH 08/2020 05/2021
Trapp Lawn Care Ohio OH 05/2022 08/2022
Steve'S Bp (Defunct Miamitown OH 06/2017 05/2020
Fidelity Investments Covington KY 06/2023 08/2023
College Education Oxford OH 08/2023 05/2024
Ist Management Ohio OH 12/2022 02/2023
Fidelity Investments Covington KY 06/2024 Present
College Education Oxford OH 08/2022 05/2023
Unemployed Cleves OH 01/2015 06/2017
Self Employed Ohio OH 05/2021 01/2024
Unemployed Cleves OH 05/2020 05/2022
Bar 1868 Ohio OH 10/2023 12/2023
College Education Oxford OH 08/2021 05/2022
  • 08/2020 → 05/2021
    College Education
    Oxford, OH
  • 05/2022 → 08/2022
    Trapp Lawn Care
    Ohio, OH
  • 06/2017 → 05/2020
    Steve'S Bp (Defunct
    Miamitown, OH
  • 06/2023 → 08/2023
    Fidelity Investments
    Covington, KY
  • 08/2023 → 05/2024
    College Education
    Oxford, OH
  • 12/2022 → 02/2023
    Ist Management
    Ohio, OH
  • 06/2024 → Present
    Fidelity Investments
    Covington, KY
  • 08/2022 → 05/2023
    College Education
    Oxford, OH
  • 01/2015 → 06/2017
    Unemployed
    Cleves, OH
  • 05/2021 → 01/2024
    Self Employed
    Ohio, OH
  • 05/2020 → 05/2022
    Unemployed
    Cleves, OH
  • 10/2023 → 12/2023
    Bar 1868
    Ohio, OH
  • 08/2021 → 05/2022
    College Education
    Oxford, OH
Other Businesses

OBA-131795|OrgNmn:Obsidia Systems LLC|Org Addr:Nokomis,Florida,US|OBA Nature:Build websites, automations, a|Invst Rel:N|Title:Partner|Duties:I am the co-founder, head of sales / client relations, and I assist with building the systems.|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16
Other Names
  • Jackson Geiser
  • Jackson William Geiser

View on SEC IAPD

Other Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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