Geoffrey Hayward Cogger

Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 02/2023
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 11/2023 → Present
  Cary Street Partners Investment Advisory Llc
  Richmond, VA
• 02/2023 → 11/2023
  Unemployed
  Fairfax, VA
• 11/2023 → Present
  Cary Street Partners Llc
  Richmond, VA

Previous Registrations

• 2018-11-01 → 2023-02-24
  Edelman Financial Engines
  Fairfax, VA
• 2016-02-03 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
• 2010-08-11 → 2016-01-27
  Strategic Advisers Llc
  Bethesda, MD
  Reston, VA
  Tysons Corner, VA
  Reston, VA

Exams

• S66 Uniform Combined State Law Examination
  2016-11-21
• S65 Uniform Investment Adviser Law Examination
  1997-05-14
• S63 Uniform Securities Agent State Law Examination
  1994-10-07

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jeb Cogger
• Jeb Hayward
• J Hayward
• J. Hayward Cogger