Edward J. Geiser

JUNIPER CAPITAL ADVISORS, L.P.

Houston, TX 77019

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CRD#: 4231122

Professional summary

Edward Joseph Geiser is a registered financial advisor currently at JUNIPER CAPITAL ADVISORS, L.P. located in Houston, Texas and JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P. located in Houston, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edward has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Geiser's 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

September 22, 2015 - Present

JUNIPER CAPITAL ADVISORS, L.P.

Office #1: 2727 Allen Parkway Wpl-02, Houston, TX 77019

RIA

CRD#: 173612

Houston, TX

Current

July 16, 2021 - Present

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

Office #1: 2727 Allen Parkway Suite 1850, Houston, TX 77019

RIA

CRD#: 312630

Houston, TX

Past

March 22, 2007 - March 5, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

HOUSTON, TX

Past

October 17, 2005 - March 20, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

Past

May 5, 2005 - July 8, 2005

LAZARD FRERES & CO. LLC

CRD#: 2528

NEW YORK, NY

Past

September 2, 2003 - May 4, 2005

JUNIPER ADVISORY L.P.

CRD#: 124771

HOUSTON, TX

Past

September 7, 2000 - June 30, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

JUNIPER CAPITAL ADVISORS, L.P.

CRD#: 173612 / SEC#: 801-106659

RIA

Registered Investment Advisory firm - (9/22/2015 Approved)

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

Texas
(9/22/2015)

IAR

Texas
(7/16/2021)

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

Series 63

Date: 8/24/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/6/2000

General Securities Representative Examination

Current Firm

JUNIPER CAPITAL ADVISORS, L.P.

CRD#: 173612 / SEC#: 801-106659

RIA

Registered Investment Advisory firm - (9/22/2015 Approved)

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Contact information

Main Address

2727 Allen Parkway Suite 1850, Houston, TX 77019

Mailing Address

Phone number

(713) 335-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (BROCHURE) (3/18/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 719,115,277

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

Edward J. Geiser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Joseph Geiser's CRS (Customer Relationship Summary).

Certified licenses

Experience

JUNIPER CAPITAL INVESTMENT MANAGEMENT, L.P.

MORGAN STANLEY & CO. LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LAZARD FRERES & CO. LLC

JUNIPER ADVISORY L.P.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

JUNIPER CAPITAL ADVISORS, L.P.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/2000

Series 7

Date: 9/6/2000

Current Firm

JUNIPER CAPITAL ADVISORS, L.P.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JUNIPER CAPITAL ADVISORS, L.P.

TRUST BUT VERIFY

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