Jason M. Geisz, CFP® v2
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Forbes Best-In-State Wealth Advisors (2021 & 2025), created by SHOOK Research. Most recently presented in April 2025, based on data gathered from June 30, 2023 – June 30, 2024. AdvisorHub “250 Advisors to Watch Under $1B” (2024 & 2025), created by AdvisorHub. Most recently received in June 2025, based on data gathered from December 31, 2023 – December 31, 2024. No fee was paid to be included in the rankings or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Securities offered through Sanctuary Securities Inc, Member FINRA, SIPC Advisory services offered through Sanctuary Advisors, LLC. A SEC Registered Investment Advisor. Do not transmit orders regarding your Sanctuary Securities, Inc. account(s) or Sanctuary Advisors, LLC account(s) via e-mail. Sanctuary Securities, Inc., Sanctuary Advisors, LLC, will not be responsible for executing such orders and or instructions. This e-mail message is intended only for the use of the individual or entity to which the transmission is addressed. Any interception may be a violation of law. If you are not the intended recipient, any dissemination, distribution or copying of this e-mail is strictly prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the document. | ||||||||||
