Geoffrey C. Reeves

WEALTHSPIRE RETIREMENT ADVISORY

South Jordan, UT 84095

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CRD#: 4102800

Professional summary

Geoffrey Clarke Reeves, who also goes by Geoff Reeves, Geoffrey C Reeves, Geoffrey Clarke Reeves, Geoffrey Reeves, is a registered financial advisor currently at WEALTHSPIRE RETIREMENT ADVISORY located in South Jordan, Utah.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Geoffrey has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Geoff Reeves | Geoffrey C Reeves | Geoffrey Clarke Reeves | Geoffrey Reeves

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INDEPENDENT INSURANCE AGENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Clarke Reeves's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 20, 2023 - Present

WEALTHSPIRE RETIREMENT ADVISORY

Office #1: 489 W. South Jordan Pkwy Suite 310, South Jordan, UT 84095

RIA

CRD#: 121254

South Jordan, UT

Past

August 30, 2021 - September 30, 2024

DIVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 286383

SOUTH JORDAN, UT

Past

August 8, 2016 - August 30, 2021

EDWARD JONES

RIA

CRD#: 250

SOUTH JORDAN, UT

Past

August 8, 2016 - August 30, 2021

EDWARD JONES

CRD#: 250

SOUTH JORDAN, UT

Past

November 19, 2013 - April 19, 2016

BLACKROCK FINANCIAL MANAGEMENT, INC

RIA

CRD#: 107105

PRINCETON, NJ

Past

April 8, 2013 - April 19, 2016

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

June 2, 2009 - April 17, 2013

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

November 8, 2005 - May 22, 2009

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Past

December 5, 2003 - November 1, 2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

NEW YORK, NY

Past

August 15, 2001 - December 16, 2003

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

February 2, 2000 - September 13, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHSPIRE RETIREMENT ADVISORY

CRD#: 121254 / SEC#: 801-66107

RIA

Registered Investment Advisory firm - (1/31/2006 Approved)

California

Registered Investment Advisory firm - (2/9/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(10/20/2025)

IAR

New Mexico
(4/3/2024)

IAR

Utah
(11/20/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/18/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/7/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/31/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/5/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 12/30/2002

Investment Company Products/Variable Contracts Principal Examination

Current Firm

WEALTHSPIRE RETIREMENT ADVISORY

CRD#: 121254 / SEC#: 801-66107

RIA

Registered Investment Advisory firm - (1/31/2006 Approved)

California

Registered Investment Advisory firm - (2/9/2006 Terminated)

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Contact information

Main Address

120 Vantis Suite 400, Aliso Viejo, CA 92656

Mailing Address

Phone number

(949) 460-9898

Established

Firm type

Fiscal year end

# of Employees

240

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NFP RETIREMENT (11/20/2025)

Regulatory assets under management

Total Number of Accounts	9,394
AUM (Assets Under Management)	$ 118,031,461,765

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Geoffrey C. Reeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Clarke Reeves's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERGENT WEALTH ADVISORS, LLC

EDWARD JONES

EDWARD JONES

BLACKROCK FINANCIAL MANAGEMENT, INC

BLACKROCK INVESTMENTS, LLC

GOLDMAN SACHS & CO. LLC

JANUS HENDERSON DISTRIBUTORS US LLC

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

WEALTHSPIRE RETIREMENT ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2013

Series 63

Date: 2/7/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/5/2004

Series 6

Date: 1/31/2000

Series 24

Date: 2/5/2005

Series 26

Date: 12/30/2002

Current Firm

WEALTHSPIRE RETIREMENT ADVISORY

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHSPIRE RETIREMENT ADVISORY

TRUST BUT VERIFY

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