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Experience Guidance Support
Jeffrey P. Geel
Investment Advisor Representative
Insurance & Annuity Advisor
Investment Advisor Representative
Insurance & Annuity Advisor
Jeffrey P. Geel is an independent financial advisor with 25+ years of experience helping investors. He currently holds the FINRA Series 65 License, known as the Uniform Investment Advisor Law Exam, which qualifies him to provide investing and financial advice to clients. Previously, he held the FINRA Series 6,7, & 63 licenses. Jeff gained valuable experience working as a registered representative at MetLife, Raymond James Financial, Morgan Stanley, and as owner/advisor with J4IA. In addition, he is licensed (NPN 533235) as an insurance producer qualifying him to work with life insurance and annuity contracts in FL & IL. He earned a Bachelor of Science degree from Illinois State University. He resides in Saint Anne, IL near his family farm.
Investment Strategies
- J4 Total Return Investment Strategy
- Principal Preservation - FIXED annuity & CD Ladder Strategy
- Total Return "Guaranteed Growth" Annuity Strategy
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"FOCUS ON YOUR INVESTMENT STRATEGY!"
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Please review all investment information prior to making an investment decision – including all risks and fees. Past performance is no guarantee of future results. There is no guarantee any investment will meet your investment objective. All values will fluctuate according to market and economic conditions. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company Index or fixed annuities are not short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract.
Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and J4 Investment Advisors, LLC are independent of each other. Jeffrey P. Geel is registered with BCM as an Investment Advisor Representative (IAR). He holds the FINRA Series 65 license – Uniform Investment Advisor Law Exam – which qualifies him to provide investing and financial advice to individuals. Annuity & Insurance Services are available through J.D. Mellberg Financial, LLC (JDM). Jeff is a licensed insurance and annuity producer (NPN 533235) - qualifying him to provide insurance & annuity strategies in Illinois & Florida. Insurance products and services are not available through BCM but are offered and sold through individually licensed and appointed agents. BCM and JDM are separate companies but are affiliated through common ownership results.
Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM and J4 Investment Advisors, LLC are independent of each other. Jeffrey P. Geel is registered with BCM as an Investment Advisor Representative (IAR). He holds the FINRA Series 65 license – Uniform Investment Advisor Law Exam – which qualifies him to provide investing and financial advice to individuals. Annuity & Insurance Services are available through J.D. Mellberg Financial, LLC (JDM). Jeff is a licensed insurance and annuity producer (NPN 533235) - qualifying him to provide insurance & annuity strategies in Illinois & Florida. Insurance products and services are not available through BCM but are offered and sold through individually licensed and appointed agents. BCM and JDM are separate companies but are affiliated through common ownership results.