Edward Joseph Geiser
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
JUNIPER CAPITAL ADVISORS, L.P.
Contact Information
Main Address
2727 Allen Parkway Suite 1850, Houston, TX 77019Phone Number
(713) 335-4700# of Employees
13SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
5AUM (Assets Under Management)
$535,372,732Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
JUNIPER CAPITAL ADVISORS, L.P.
State Registrations and Notice Filings
(9/22/2015)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Edward Joseph Geiser's CRS (Customer Relationship Summary).
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