Jesse Geary
Geddi Capital · Ann Arbor, Michigan
Jesse Geary is a fee-only financial advisor at Geddi Capital in Ann Arbor, Michigan. Jesse charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum) and focuses on retirement planning and student loans.
Request an introduction to Jesse →
Specialties
Facts
| Firm | Geddi Capital |
|---|---|
| Based in | Ann Arbor, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $3.1M across 76 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 7342655 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | geddicapital.com |
| Profile |
How Jesse's firm compares
- Geddi Capital's average account is about $41,000, from its Form ADV (assets managed divided by 76 accounts).
Request an introduction to Jesse
Tell Jesse a little about what you're looking for. Jesse isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jesse
Is Jesse Geary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jesse holds no broker registration, and Geddi Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jesse charge for financial advice?
Jesse charges a percentage of assets.
How much does Jesse charge?
According to Geddi Capital's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Where is Jesse Geary based?
Jesse Geary is based in Ann Arbor, Michigan.
What does Jesse specialize in?
Jesse's specialties include retirement planning and student loans.
Is Jesse Geary registered with the SEC?
Yes. Jesse Geary is registered as an investment adviser representative in MI and TX (CRD 7342655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Geddi Capital manage?
Geddi Capital reports $3.1M across 76 accounts in assets under management.
How do I contact Jesse Geary?
Through Jesse's website, geddicapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Geddi Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.