Jason Geisz is a CFP-designated registered investment advisor, based in Bloomfield, MI, with 26 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
40900 Woodward Ave, Ste 302, Bloomfield, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is on the investment committee for the (EP)Foundation of Michigan, a non-profit organization. He also serves as an advisory board member for Portfolio Summits and a policy committee member for the National Small Business Association, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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