Jonathan Geiger, CMFC®

VP - Financial Consultant

+1 212-362-4543

Financial credentials

  • Chartered Mutual Fund Counselor℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

30 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2010-present
  • Regional Marketing Consultant - Contractor, Tortoise Capital Advisors June 2010 - September 2010, 2010-2010
  • Vice President, Regional Manager, External Wholesaler, JP Morgan Asset Management November 1997 - August 2009, 1997-2009

Education

  • Frostburg State University, Frostburg, MD
  • Bachelor of Science - Business Administration - May 1990

Personal interests and affiliations

  • 68th Precinct Youth Council
  • Appeared on Time Warner Cable NY 1, CBS Radio 1010 Wins and WCBS 880
  • Quoted in The New York Times, New York Post, DailyFinance.com and the New York Daily News.

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.