Taely Geisler

JACKSON PRIVATE WEALTH MANAGEMENT

Cocoa, FL 32922

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CRD#: 8052467

Professional summary

Taely Geisler, who also goes by Taely Jade Geisler, is a registered financial advisor currently at JACKSON PRIVATE WEALTH MANAGEMENT, INC. located in Cocoa, Florida.

Taely is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Taely has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taely Jade Geisler

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 Taely Geisler'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

July 16, 2025 - Present

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

Office #1: 434 Delannoy Ave Suite 201, Cocoa, FL 32922

RIA

CRD#: 164880

Cocoa, FL

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

Florida
(7/16/2025)

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: 3/11/2025

Uniform Investment Adviser Law Examination

Current Firm

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

JACKSON PRIVATE WEALTH MANAGEMENT, INC. | THINK TANK PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 164880 / SEC#:

Florida

Registered Investment Advisory firm - (10/31/2012 Approved)

Texas

Registered Investment Advisory firm - (5/10/2021 Conditional Restricted)

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Contact information

Main Address

434 Delannoy Ave Suite 201, Cocoa, FL 32922

Mailing Address

Phone number

(321) 735-9872

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 14,500,000

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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Taely Geisler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taely Geisler's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/2025

Current Firm

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JACKSON PRIVATE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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