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Jonathan Geib

Jonathan Geib

US. Army Ranger Qualified, Sniper Section Leader

Followers of Jonathan Geib3000 followers
location of Jonathan GeibGreater Phoenix Area

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  • Timeline

  • About me

    CEO/ Founder Clear Skies Financial. Entrepreneur

  • Education

    • University of Phoenix

      -
      Bachelor of Applied Science - BASc Global Business

    • Boston University

      2016 - 2018
      Certificate in Financial Planning Financial Planning and Services

  • Experience

    • US Army

      Sept 1998 - Apr 2012
      US. Army Ranger Qualified, Sniper Section Leader

    • Merrill Lynch

      Nov 2011 - Jul 2015
      Wealth Management Advisor

      As a Portfolio Manager in the Merrill Lynch Investment Advisory Program, Jon is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies. These strategies may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Show less

    • Clear Skies Financial

      Jun 2015 - now
      President/ CEO

    • JJ Rock Co.

      Dec 2016 - Dec 2022
      Managing Partner

  • Licenses & Certifications

    • Series 7 General Securities License

      FINRA
      Jun 2011

    • Series 66 - Uniform Combined State Law Examination

      FINRA
      Jun 2011