Overview
What should I know about this advisor?
Jeffrey Geiger is a financial advisor in Columbus, OH. They have been in practice for 18 years, the last 14 years at Bank Of America, Na.
No Certifications
3 Fee Structures for Merrill Lynch, Pierce, Fenner & Smith Inc
4 Services offered by Merrill Lynch, Pierce, Fenner & Smith Inc
What does this Advisor Specialize in?
Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and financial goals in addition of any unique situations you may have.
Portfolio Management for Individuals or Small Businesses
Individuals and small-business owners can consult an advisor with this specialty for assistance making the most money from their investment portfolios. Advisors with this background can help you choose good investments and recommend whether you should take an aggressive or conservative investment approach.
Pooled Investment Management
Financial advisors might manage pooled investment funds, a type of investment vehicle in which money from numerous individuals is combined into one account. Pooled investments, such as hedge funds, allow investors to purchase shares for a lower price and spread their money across more investments.
Portfolio Management for Business
Many businesses need help managing financial investments. A financial advisor who specializes in portfolio management can create and handle investment portfolios that comprise bonds, stocks and funds for midsize and large companies. This type of portfolio management includes advising clients on which investments to pick to maximize returns, as well as supervising the business's portfolio performance.
Pension Consulting Services
Pension plan administrators often need help from a financial advisor to create an effective investment strategy, choose brokers and money managers, pick mutual funds for participants and track the performance of investments. An advisor who offers pension consulting services can assist in developing pension plans that provide the most value to beneficiaries and participants.
How is this advisor paid?
Compensation types are listed for Merrill Lynch, Pierce, Fenner & Smith Inc. Contact the advisor for individual fee structure details.
Fee-only (I do not receive commission from services rendered)
Fee-based (I receive commission from investment or insurance products, and I also charge a fee)
Percentage of Assets, Commission-based
Commission-based (I only receive commission from services rendered)
Related Content
Years of Experience
Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.
More about the advisor
Disclosure Events
This advisor has no disclosure filings
Financial Advisor Disclosures to Know
Knowing what information you have access to – and where to find it – is key to finding a great advisor.
Employment history
Name | Years | Dates |
|---|---|---|
| Bank Of America, Na | 14 years, 2 months | Dec 2009 - Present |
| Merrill Lynch, Pierce, Fenner & Smith Inc | 18 years, 3 months | Nov 2005 - Present |
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Client Types
Client information is for Merrill Lynch, Pierce, Fenner & Smith Inc and are based on percentage of assets under management. Client types are by firm, and represent a percentage of assets under management. For additional information on Jeffrey Geiger's client base, please contact the advisor.
28.6%
Individuals
42.9%
High Net Worth Individuals
14.3%
Charitable Organizations
14.3%
Corporations or Other Businesses
Office Location & Contact
Address
8890 Lyra Dr, Columbus, OH 43240
Website
Website
