DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Paul Geel
Feed of 09/15/2026
At current firm
0 y
since Jan 5, 2026
In the industry
34 y
since Aug 5, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Brookstone Capital Management LLC independent RIA currentsince Jan 5, 2026 · Wheaton, Il
- J4 Investment Advisors, LLC unclassifiedOct 24, 2017 to Dec 31, 2020 · Palm Harbor, Fl
- Jeffrey Jacob James unclassifiedNov 30, 2011 to Dec 31, 2012 · Oldsmar, Fl
- Jeffrey Jacob James unclassifiedNov 30, 2011 to Dec 31, 2013 · Oldsmar, Fl
- Morgan Stanley Dw Inc. unclassifiedFeb 7, 2000 to Dec 18, 2002 · Clearwater, Fl
Moves
a registration end followed by a registration begin elsewhere
- J4 Investment Advisors, LLC to Brookstone Capital Management LLCleft Dec 31, 2020, registered Jan 5, 2026 (1831 days) · Other
- Jeffrey Jacob James to J4 Investment Advisors, LLCleft Dec 31, 2013, registered Oct 24, 2017 (1393 days) · Other
- Morgan Stanley Dw Inc. to Jeffrey Jacob Jamesleft Dec 18, 2002, registered Nov 30, 2011 (3269 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address