Jeff Pietryla
Investment adviser representative at Geowealth Management LLC
12 yearsExperience
1 stateRegistered in
$17.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Geowealth Management LLCMay 2024 to now
- Arete Wealth Advisors LLCMay 2022 to Apr 2024
- Center Street AdvisorsMay 2022 to Apr 2024
- Center Street SecuritiesMay 2022 to Apr 2024
- Arete Wealth Management LLCJan 2021 to Apr 2024
- UberJan 2015 to Oct 2020
- Northern Trust BankNov 2014 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Geowealth Management LLC
$17.6BAssets managed
51,018Clients
19Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4922336
- Firm CRD
- 148222