Marion C Geer
Also appears in the source record as: Marion Geer; Marion O'rourke; Marion Osterwell Orourke; Marion C Osterweil; Marion Osterweil; Marion Osterwell
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- SIESeries 7Series 6Series 9Series 10Series 24Series 63
- Registered states (6)
- Arkansas · Massachusetts · Mississippi · Missouri · Oklahoma · Utah
- Years in the industry (source record)
- 38
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Edward Jones
- Firm CRD
- 250
- SEC number
- 801-3297
- Assets under management
- $1.0T as of Jun 29, 2026
- Website
- www.twitter.com/EDWARDJONES ↗
- Phone
- 314-515-2000
- Firm location
- St. Louis, MO, 63131
Employment history (11)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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Lpl Financial LLCHouston, TX · IA capacityNov 15, 2012 → Apr 8, 2014
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Lpl Financial LLCHouston, TX · BC capacityJan 18, 2006 → Apr 8, 2014
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Underwriters Equity CorporationHarrisburg, PA · BC capacityFeb 22, 2005 → Dec 2, 2005
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Cadaret Grant & Co IncSpring, TX · IA capacityAug 13, 2004 → Oct 6, 2004
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Cadaret, Grant & Co., Inc.Syracuse, NY · BC capacityMay 5, 2000 → Oct 6, 2004
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Princor Financial Services CorporationDes Moines, IA · BC capacityJan 19, 1996 → May 12, 2000
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American General Securities IncorporatedPhoenix, AZ · BC capacityMay 12, 1995 → Jan 15, 1996
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American Capital Marketing, Inc.BC capacityOct 29, 1986 → Dec 31, 1994
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Advantage Capital CorporationAtlanta, GA · BC capacityOct 29, 1986 → Dec 31, 1989
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.