TrueAdvisor
TrueAdvisor
JP
JP

Jeff Pietryla

Geowealth Management LLC
8 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Geowealth Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
50,134 clients
Average Client Portfolio
$271K average
Assets Under Management
$13.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

444 N. Michigan Avenue, Suite 3150, Chicago, IL, 60611

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History

Regulatory History (2)
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Financial
August 2019
Final
Financial
July 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Geowealth Management LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Center Street Advisors, INC.
June 2022 - June 2023 · 1 yr
Center Street Securities, INC.Broker
May 2022 - December 2023 · 1 yr 7 mos
Arete Wealth Advisors, LLC
May 2022 - May 2024 · 2 yrs
Arete Wealth Management, LLCBroker
August 2021 - May 2024 · 2 yrs 9 mos
Goldman, Sachs & CO.Broker
April 2011 - November 2014 · 3 yrs 7 mos
Wachovia Securities, LLC
October 2005 - January 2006 · 3 mos
Wachovia Securities, LLCBroker
June 2005 - January 2006 · 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.