Gary
Geiger

Sjs Investment Services

CRD#1644028
Investment Advisor
in Sylvania, OH

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About this Advisor

Gary Geiger is a financial advisor based in Sylvania, Ohio, working with Sjs Investment Services. Gary has previously held a position at Sjs Investment Consulting, Inc. Gary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Gary is part of Sjs Investment Services, which operates out of Sylvania, Ohio. The firm has 2 offices and 18 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sjs Investment Services includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6711 Monroe St. Suite A
Sylvania, OH 43560

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Sjs Investment Services Brokerage Details

Total Assets Under Management

$2,239,265,454

OH Average: $2,106,341,625
Total Number of Employees

18

OH Average: 34
Total Number of Accounts

2,636

OH Average: 1,972
Average Account Size

$849,494

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Gary Geiger Work History

2008 - Present (16 years)

Sjs Investment Consulting, Inc

Disclosures

Please visit the SEC profile of Gary Geiger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sjs Investment Services

Andrew Schaetzke
Sylvania, OH
Kathleen Cristofoli
Sylvania, OH
Katie Floyd
Sylvania, OH
Thomas Kelly
Chicago, IL
Bobby Adusumilli
Sylvania, OH
Austin Grizzell
Gilbert, AZ
Robert Schaefer
Sylvania, OH
Lisa Denstorff
Sylvania, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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