Jonathan Geiger

Jonathan Geiger As a Schwab Financial Consultant , it’s my job to help you create a better financial life. This page and updates are for U.S. residents only.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing guidance unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you can l benefit from Schwab’s modern

approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 212-362-4543 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

With tax season rolling around, charitable giving is on our radar. It’s also a smart time to revisit tax law changes and...
03/12/2026

With tax season rolling around, charitable giving is on our radar. It’s also a smart time to revisit tax law changes and what they may mean for giving in 2026 and the years ahead: https://bit.ly/4szwthg

Despite headlines dominated by geopolitical flashpoints, the underlying outlook for 2026 points to a resilient and adapt...
12/17/2025

Despite headlines dominated by geopolitical flashpoints, the underlying outlook for 2026 points to a resilient and adaptable US economy. Our outlook maps the path for investors ready to capture growth in this new era of sector rotation and heightened volatility.


We believe the macro environment will continue to be unstable given policy crosscurrents and a wobbly labor market, but stocks can likely churn higher given a firmer earnings backdrop.

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