Kimberly Lynn Geiger

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 03/2019 → Present
  Raymond James
  St Petersburg, FL
• 06/2015 → 03/2019
  Fidelity Personal And Workplace Advisors
  Clearwater, FL
• 03/2019 → Present
  Poshmark
  Lutz, FL

Previous Registrations

• 2018-07-13 → 2019-03-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-02-16 → 2018-07-13
  Strategic Advisers Llc
  Clearwater, FL
  Bellevue, WA
  Clearwater, FL

Other Businesses

(1)Name of Business: Address: 15208 Wind whisper dr , odessa fl , FL, 33556, United States Activity Type: Rental Real Estate Position/Title: Passive investor, Agent Investment Related: Yes Start Date: 04/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: renting out previous home.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-29
• S63 Uniform Securities Agent State Law Examination
  2013-09-10

Other Names

• Kimberly Lynn Jeziorski