Chief Compliance Officer · Ancora Advisors LLC
Jason P. Geers
CRD 3236753 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Ancora Advisors LLC, an SEC-registered asset manager based in Mayfield Heights, OH with $4.6 billion in regulatory assets, lists Jason P. Geers on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Jason at 3 other registered advisers.
Firms and roles
- Ancora Advisors LLCChief Compliance OfficerAsset manager · Mayfield Heights, OH · $4.6B in regulatory assets
- Ancora Private Wealth Advisors, LLCChief Compliance OfficerWealth manager · Cleveland, OH · $3.9B in regulatory assets
- Ancora Retirement Plan Advisors, LLCCompliance OfficerAsset manager · Cleveland, OH · $1.5B in regulatory assets
- Ancora Alternatives LLCChief Compliance OfficerPrivate fund adviser · Cleveland, OH · $1.1B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Frederick D. DisantoChief Executive Officer, Chairman, Ancora Advisors LLC
- John P. MicklitschPresident, Ancora Advisors LLC
- Matthew M. D'AnniballeChief Financial Officer, Ancora Advisors LLC
- John G. BartelsPresident, Ancora Private Wealth Advisors, LLC
- Irene R. WaltersChief Compliance Officer, Ancora Retirement Plan Advisors, LLC
4 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.