Jonathan Geib is a registered investment advisor at Clear Skies Financial, based in Gilbert, AZ, with 14 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Skies Financial offers investment management services through a bundled fee program. The client pays one fee which includes Clear Skies Financial's management fee and the transaction costs associated with the transactions. Clients that have an aggressive allocation will have the opportunity to be in the portfolio management program and be subject to a performance based fee. Clients will always have the option to decide between the asset management and the portfolio management.
Location
2162 E Williams Field Rd Suite, Suite 111, Gilbert, AZ, 85295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a sole proprietor selling life insurance, long-term care insurance, and fixed annuities, dedicating minimal time to this activity. He is also the CFO of a manufacturing company, JJ Rock Co., and a managing member of DQ Holdings, L.L.C., dedicating a few hours per week and minimal time respectively.
Employment History
Current Registrations
Clear Skies Financial
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations1 state
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