Jonathan H. Geib

CLEAR SKIES FINANCIAL

GILBERT, AZ 85295

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CRD#: 5896011

Professional summary

Jonathan Holiday Geib is a registered financial advisor currently at CLEAR SKIES FINANCIAL located in Gilbert, Arizona.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 5 firms and has passed the Series 66, SIE 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.

(1) 07/2015: Sole Proprietor - Insurance - Investment Related - 5050 N. 40th St Suite 205 Phoenix AZ 85018 - Start 07/2015 - 5 Hr/Mo; 1 Hour(s) During Securities Trading - Agent Selling Life, LTC, Fixed Annuities (2) 09/2016: JJ Rock Co. - non-investment related- Phoenix, AZ - Start 09/2016 - 10 hours/Month; 0 hours during trading - Chief Financial Officer- Manufacturing Company (3) 02/2015; DQ Holdings, L.L.C.-non-investment related- Phoenix, AZ - 1 hour/month and 0 hours during Trading - Managing Member

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Holiday Geib'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

January 1, 2017 - Present

CLEAR SKIES FINANCIAL

Office #1: 2162 E Williams Field Rd Suite Suite 111, Gilbert, AZ 85295

RIA

CRD#: 286045

GILBERT, AZ

Past

July 2, 2015 - October 10, 2016

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

PHOENIX, AZ

Past

June 26, 2015 - November 3, 2016

LPL FINANCIAL LLC

CRD#: 6413

PHOENIX, AZ

Past

December 23, 2011 - July 2, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MESA, AZ

Past

December 23, 2011 - July 2, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MESA, AZ

Past

June 2, 2011 - December 12, 2011

WADDELL & REED

CRD#: 866

SCOTTSDALE, AZ

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

Arizona
(1/1/2017)

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 66

Date: 6/21/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2011

General Securities Representative Examination

Current Firm

CLEAR SKIES FINANCIAL

CLEAR SKIES FINANCIAL | CLEAR SKIES FINANCIAL LLC

CRD#: 286045 / SEC#:

Arizona

Registered Investment Advisory firm - (1/1/2017 Approved)

Nevada

Registered Investment Advisory firm - (12/31/2019 Failure to Renew)

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Contact information

Main Address

2162 E Williams Field Rd Suite Suite 111, Gilbert, AZ 85295

Mailing Address

Phone number

(480) 278-4610

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 14,300,000

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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Jonathan H. Geib

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Holiday Geib's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR SKIES FINANCIAL

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/21/2011

SIE

Date: 11/3/2016

Series 7

Date: 6/1/2011

Current Firm

CLEAR SKIES FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEAR SKIES FINANCIAL

TRUST BUT VERIFY

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