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Fritzner Jean

Geometric Wealth Advisors, LLC

Charlotte, NC

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Current Employers
Geometric Wealth Advisors, Llc

Washington, DC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-02-05
TX RA APPROVED 2024-05-16
  • NC RA
    APPROVED
    Since 2025-02-05
  • TX RA
    APPROVED
    Since 2024-05-16

Branch Locations

Charlotte, NC • 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
Geometric Wealth Advisors Charlotte NC 07/2022 Present
Vanguard Charlotte NC 07/2016 06/2022
  • 07/2022 → Present
    Geometric Wealth Advisors
    Charlotte, NC
  • 07/2016 → 06/2022
    Vanguard
    Charlotte, NC
Designations

View on SEC IAPD

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