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JP

Jeff Pietryla

GEOWEALTH MANAGEMENT LLC
CHICAGO, IL 60611
Some features on this profile are disabled
CRD#: 4922336
JP

Professional summary

Jeff Pietryla, who also goes by Jeffrey Jerome Pietryla, Jeffrey Pietryla, is a registered financial advisor currently at GEOWEALTH MANAGEMENT LLC located in Chicago, Illinois.

Jeff is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeff has worked at 7 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Jerome Pietryla | Jeffrey Pietryla

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.
1.CENTER STREET ADVISORS-8/25/2021 INVESTMENT ADVISOR REPRESENTATIVE, SINCE APPROXIMATELY 40 HOURS PER WEEK - RESPONSIBLE FOR EDUCATING CLIENTS ON THE PRODUCTS AND SERVICES AVAILABLE TO HELP THEM BEST UTILIZE THEIR AVAILABLE FUNDS. 2.ARETE WEALTH ADVISORS-8/25/2021 AGENT, SINCE, APPROXIMATELY 40 HOURS PER WEEK - RESPONSIBLE FOR EDUCATING CLIENTS ON THE PRODUCTS AND SERVICES AVAILABLE TO HELP THEM BEST UTILIZE THEIR AVAILABLE FUNDS. 3. ARETE WEALTH MANAGEMENT - REGISTERED REPRESENTATIVE, APPROXIMATELY 40 HOURS PER WEEK, PROVIDE SPECIALIZED ADVICE TO CLIENTS REGARDING FINANCIAL MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Pietryla'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

May 3, 2024 - Present

GEOWEALTH MANAGEMENT LLC

Office #1: 444 N. Michigan Avenue Suite 3150, Chicago, IL 60611
RIA
CRD#: 148222
CHICAGO, IL
Past

June 2, 2022 - June 13, 2023

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
Chicago, IL
Past

May 25, 2022 - December 1, 2023

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
NASHVILLE, TN
Past

May 23, 2022 - May 2, 2024

ARETE WEALTH ADVISORS, LLC

RIA
CRD#: 145488
CHICAGO, IL
Past

August 25, 2021 - May 2, 2024

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
Chicago, IL
Past

April 15, 2011 - November 10, 2014

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

October 31, 2005 - January 24, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
NAPERVILLE, IL
Past

June 14, 2005 - January 24, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
NAPERVILLE, IL

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".
GM
GEOWEALTH MANAGEMENT LLC
GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA
Registered Investment Advisory firm - (2/25/2010 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
Illinois
(5/3/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/23/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/29/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/23/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/15/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2011
General Securities Representative Examination

Current Firm

GM
GEOWEALTH MANAGEMENT LLC
GEOCAPITAL INVESTMENTS, LLC - RELYING ADVISER | GEOWEALTH MANAGEMENT, INC. | GEOWEALTH MANAGEMENT LLC

CRD#: 148222 / SEC#: 801-71114

RIA
Registered Investment Advisory firm - (2/25/2010 Approved)
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Contact information

Main Address
444 N. Michigan Avenue Suite 3150, Chicago, IL 60611
Mailing Address
Phone number
(312) 219-9160
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GEOWEALTH WRAP FEE PROGRAM BROCHURE (11/7/2025)
ADV PART 2A - FIRM BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts77,019
AUM (Assets Under Management)$ 13,610,973,546

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.

Company Information

GEOWEALTH MANAGEMENT LLC

CRD#: 148222Chicago, IL 60611

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