Gerald Russell Geddes

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

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

• 05/2004 → 09/2021
  Lpl Financial Llc
  Fairfax, VA
• 01/1991 → 12/2022
  Geddes & Company, P.C.
  Fairfax, VA
• 10/2021 → 03/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 10/2021 → 03/2023
  Securian Capital Of The Chesapeake
  Fairfax, VA
• 10/2021 → 03/2023
  Securian Financial Services Inc
  Saint Paul, MN
• 01/2023 → 05/2023
  Anchor Accounting Services, Llc
  Midlothian, VA
• 03/2023 → 05/2023
  Cetera Advisors
  St Cloud, MN
• 01/1991 → Present
  Geddes & Company, P.C.
  Fairfax, VA
• 09/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2023 → Present
  Kinnect Advisors
  Cockeysville, MD

Previous Registrations

• 2023-03-10 → 2023-05-11
  Cetera Advisors Llc
  Vienna, VA
  Midlothian, VA
• 2021-10-05 → 2023-03-14
  Securian Financial Services, Inc.
  Fairfax, VA
• 2005-11-02 → 2021-09-27
  Lpl Financial Llc
  Alexandria, VA
  Fairfax, VA
  Fairfax, VA
  Fairfax, VA
  Fairfax, VA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: GEDDES & COMPANY, P.C.; INVESTMENT RELATED: NO; ADDRESS: 9697 MAIN STREET SUITE C, FAIRFAX, VA 22031; NATURE OF BUSINESS: TAX PREPARATION AND TAX PLANNING; START DATE: 01/1991; POSITION/TITLE/RELATIONSHIP: CPA AND PRESIDENT; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 12; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND TAX PLANNING 3. NAME OF OTHER BUSINESS: LESS TAXING PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 9697 MAIN STREET SUITE C, FAIRFAX, VA 22031; NATURE OF BUSINESS: OFFICE CONDO / RENTAL; START DATE: 11/2014; POSITION/TITLE/RELATIONSHIP: MEMBER / MGR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: OWN OFFICE CONDO AND RENT IT; 4. NAME OF OTHER BUSINESS: KINNECT ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 15, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-10-27
• S63 Uniform Securities Agent State Law Examination
  1995-11-11

Other Names

• Gerald Russelll Geddes
• Gerald R Geddes
• Jerry Geddes