As an Edward Jones financial advisor, it is my desire to provide you with the highest quality client service. I will spend time getting to know you and understanding what is important to you. Using a reliable, established process, you and I will partner together throughout your life to build a personalized strategy to help you stay on track to reach your financial goals.
In addition to their commitment to providing time-tested financial advice to individual investors, I chose Edward Jones because of their emphasis on volunteerism. My family has always been committed to community service and I live this philosophy in several ways. I am presently an ambassador for the Capitola Chamber of Commerce. My family is active in our local church, where I have served as a Sunday school teacher.
I live in the peaceful and beautiful redwoods of Felton with my wife, Carrie, whom I met during an off-campus college course. We are very proud of our four young children and are enjoying watching them develop into independent, loving individuals. Whether at the beach or in the forest, we all enjoy being outdoors. I enjoy gardening, hiking and boogie boarding with my children.
Working at Edward Jones allows me to provide highly personalized service. All aspects of my business are aligned to help me better understand and meet our clients’ unique goals and needs. Relationships are key, and in my view, meeting face to face builds strong relationships. I can provide the investments, services and tools that my clients need to work toward their financial future.
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Office Address2121 41st Avenue Suite 209
Capitola, CA 95010
Phone NumberJeremy Geels at (831) 462-8242
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
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