Edward Jones - Financial Advisor: Brian Geist

03/18/2026

The news is out! Edward Jones has been ranked No. 1 by JD Power for Client Satisfaction among Advised Investors. We couldn’t be happier because clients are everything to us. And no two are alike! We enjoy getting to know each one personally so we can provide trusted, tailored advice and wealth management solutions. Reach out if you’d like to get started.

Legal Disclosure: JD Power 2026 U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. For JD Power 2026 award information, visit jdpower.com/awards.

07/07/2025

Many people spend decades dreaming of their ideal retirement and how to make it a reality. But while it’s important to make sure you are financially ready to retire, it is also important to prepare emotionally for such a big life change. Here are some questions to consider if you’re emotionally ready to retire.

Read more here

05/22/2025

Only two of five Americans (38%) feel they are saving enough to reach their goal for future education expenses. If you're one of them, let 529 Day (5/29/2025) be your catalyst to discover how a 529 education savings plan can help.

Source: Edward Jones and Morning Consult research, 2025

Saving money for college

02/10/2025

How could tariffs impact the U.S. economy, markets, inflation and central bank policies? And how can you prepare your portfolio?

05/25/2024

Have you ever received a call, text or pop-up on your electronic devices alerting you to suspicious activity? Beware, it could be a tech support scam. Learn more: https://bit.ly/44ULZtF

05/23/2024

Tech support scams are on the rise, costing investors millions of dollars each year. Learn how to spot these scams here: https://bit.ly/3UULlrx

05/23/2024

If you’re getting ready to change jobs, make sure you know your options for your 401(k). Here are four things you can do.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

05/21/2024

Whatever your goals are, Edward Jones has an account to help make them happen. Look through these options and let’s talk.

Here’s what we offer

03/07/2024

Investors should expect a mixed global economic environment in 2024 as the U.S, Japan and India hold up well while Europe and China trend downward. Read the latest views from our economists.

Capital Group economists expect a mixed global economic environment in 2024 as the United States, Japan and India hold up well while Europe and China trend downward.

10/04/2023

When clients come first, good things aren’t far behind. Today I’m proud to announce that I’ve been recognized among the 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State. While this recognition is for my practice, it’s people like you who make it possible. Thank you to all my clients and colleagues.
Let’s get to work on what matters to you. Send me a message to get started.

10/01/2023

According to a 2023 study we did with Age Wave, the median affordable retirement length is only 15 years, not nearly the 29 years retirees say would be the ideal length of their retirement. National Retirement Security Month is the ideal time to revisit your retirement strategy.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

09/30/2023

Women are behind in investing for their future, according to our latest study with Age Wave. Not only are they behind in their savings, but also in their approach to learning and proactively improving their situation, the study found.

Today’s retired women have made fewer proactive financial course corrections, such as reducing or eliminating debt (48% vs. 54% men), adjusting investment mix (29% vs. 41%) and getting financial education and advice (27% vs. 33%).

Our report, “Resilient Choices: Trade-Offs, Adjustments and Course Corrections to Thrive in Retirement,” explores proactive financial course corrections to help prepare to thrive in retirement.

https://bit.ly/3RCO9t5