Unclaimed Profile

Jason P Geers

ANCORA ADVISORS LLC·MAYFIELD HEIGHTS, Ohio

ANCORA ADVISORS LLC

6060 PARKLAND BOULEVARD, MAYFIELD HEIGHTS, OH 44124CRD# 3236753Firm CRD# 124674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason P Geers · MAYFIELD HEIGHTS, OH

Registration

CRD #3236753 · ANCORA ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Jason P Geers is a registered financial advisor based in MAYFIELD HEIGHTS, Ohio, affiliated with ANCORA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ANCORA ADVISORS LLC

AUM

$4.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ANCORA ADVISORS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Other: REVENUE SHARING WITH FRS, AND ON CREDIT AND CASH MGMT SOLUTIONS

Regulatory

SEC/IARD CRD# 3236753

Firm CRD# 124674

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason P Geers offer?

Jason P Geers specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MAYFIELD HEIGHTS, Ohio for a consultation.

What are Jason P Geers's credentials?

Jason P Geers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason P Geers located?

Jason P Geers is based in MAYFIELD HEIGHTS, Ohio, working with ANCORA ADVISORS LLC. Their office serves clients in the MAYFIELD HEIGHTS metropolitan area and surrounding communities.

How does Jason P Geers charge for services?

Jason P Geers's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: revenue sharing with frs, and on credit and cash mgmt solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ANCORA ADVISORS LLC?

ANCORA ADVISORS LLC has approximately 60 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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