Geoffrey P Jarocki

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2017 → 05/2018
  Stratera Holdings Llc/Provasi Capital Partners
  Dallas, TX
• 02/2016 → 01/2017
  Unemployed
  Fairview, TX
• 01/2017 → 02/2017
  Modern Tax Group
  Addison, TX
• 05/2018 → 10/2022
  Resolute Investment Distributors, Inc.
  Irving, TX
• 10/2022 → 06/2026
  Eaton Vance/Morgan Stanley
  Boston, MA
• 08/2026 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2014-07-23 → 2017-03-17
  Icon Advisers, Inc.
  Greenwood Village, CO
  Fairview, TX
• 2006-04-20 → 2014-06-18
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2004-10-04 → 2006-04-20
  Amundi Asset Management Us, Inc.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-08-26
• S63 Uniform Securities Agent State Law Examination
  2004-03-05

Other Names

• Geoffrey Paul Jarocki