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Geoffrey Cleveland

Financial Advisor, Portfolio Advisor

Geoffrey Cleveland is a financial professional currently serving as a Private Client Advisor and Vice President at J.P. Morgan Securities, LLC.3 He holds the CPFA® (Certified Plan Fiduciary Advisor) designation, indicating expertise in retirement plan management.3 Prior to his current role, Cleveland gained experience in the financial services industry, likely contributing to his advancement to a senior position at J.P. Morgan.13

While specific details about his career history are limited in the provided search results, Cleveland's LinkedIn profile suggests he has established himself as a respected figure in wealth management and financial advisory services.23 His current responsibilities likely involve providing personalized financial advice and investment strategies to high-net-worth clients at J.P. Morgan Securities.

Highlights

Our Advisors - Momentum Wealth Partners
About - Park Edge Advisors
Jan 1 · lineweaver.net
Meet Our Team - 699 - Lineweaver Financial Group
Jan 1 · uscapital.com
Jeffrey Sweeney - US Capital Global

Related Questions

What specific services does Geoffrey Cleveland offer at J.P. Morgan Securities, LLC?
How long has Geoffrey Cleveland been with J.P. Morgan Securities, LLC?
What is Geoffrey Cleveland's background before joining J.P. Morgan Securities, LLC?
What are some notable achievements or projects Geoffrey Cleveland has worked on at J.P. Morgan Securities, LLC?
How does Geoffrey Cleveland's approach to wealth management differ from other advisors at J.P. Morgan Securities, LLC?
Geoffrey Cleveland
Geoffrey Cleveland, photo 1
Geoffrey Cleveland, photo 2
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Location

Greater New York City Area