Gary J. Geiger
Professional summary
Gary Jon Geiger, AIF®, CLU®, who also goes by Gary J Geiger, is a registered financial advisor currently at SJS INVESTMENT SERVICES located in Sylvania, Ohio.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Gary has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gary Jon Geiger's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 19, 2008 - Present
SJS INVESTMENT SERVICES
Office #1: 6711 Monroe St. Suite A, Sylvania, OH 43560March 29, 2004 - August 25, 2006
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
March 31, 2003 - October 31, 2008
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
September 9, 1988 - February 22, 1993
CARILLON INVESTMENTS, INC.
August 31, 1987 - March 31, 2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
SJS INVESTMENT SERVICES
CRD#: 107219 / SEC#: 801-49585
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/19/2008)
(1/12/2011)
Exams
Current Firm
SJS INVESTMENT SERVICES
CRD#: 107219 / SEC#: 801-49585
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,873 |
| AUM (Assets Under Management) | $ 2,526,310,808 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/21/2026 | ||
| 03/13/2025 | ||
| 01/25/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
SJS INVESTMENT SERVICES
CRD#: 107219Sylvania, OH 43560TRUST BUT VERIFY
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