Geri L Defilippi

Advisor at Edward Jones — Indiana, PA Warren Road

Updated today

Credentials

Series 66

Experience

16 years

Location

Indiana, PA 15701

Edward Jones logo

Edward Jones

Institution

Total advisors

24,285

Across 14,134 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Geri Defilippi is a financial advisor with Edward Jones in Indiana, PA, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management General estate planning guidance

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Indiana, PA Warren Road

2340 Warren Road Suite 207

Indiana PA 15701

Advisors at this office

1

Most active in

North Carolina · Pennsylvania · Texas

Work history

16 years of industry experience

Edward Jones

2009 - Present • 17 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Galen B

Series 63, Series 65

Indiana, PA

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Galen Bargerstock Jr. is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Encompass More Asset Management LLC, Verity Investments, Inc., and Corecap Investments Inc. He also serves as president of an insurance agency, where he focuses on insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, using a range of analytical approaches and model portfolios.

ESG / Sustainable investing
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Levi A

Series 65

Indiana, PA

Signal Advisors Wealth, LLC

Levi Allison is a financial advisor at Signal Advisors Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Encompass More Asset Management LLC and Stokes Retirement Ltd. Outside of advisory work, he is also licensed as an insurance agent, engaging in the sale of various insurance products. Signal Advisors Wealth provides investment management and financial planning services to individual, high-net-worth, family, and business clients. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, offering discretionary model portfolios and third-party manager strategies through its Signal Platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Nolan S

Series 65

Indiana, PA

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Nolan Stokes is a financial advisor at Signal Advisors Wealth, LLC with three years of industry experience. He holds a Series 65 license and has previously worked at Foundations Investment Advisors, Encompass More Asset Management LLC, and Forest Ridge Private Wealth LLC. Outside of advisory work, he is involved as a life and annuity insurance producer through Forest Ridge Private Wealth LLC. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process and supports several thousand retail accounts across its multi-team structure.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive
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Malcolm P

CFA®, Series 63, Series 66

Indiana, PA

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Malcolm Polley is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Stratos Wealth Advisors LLC. His prior experience includes two decades at Stewart Capital Advisors and over 20 years at S&T Bank. Outside of his advisory role, he is an adjunct faculty member teaching finance and economics at Indiana University of Pennsylvania and co-owns a craft shop called A Lit Bit of Country, LLC. Stratos Wealth Advisors serves individual and institutional clients through a network of 71 investment advisory representatives across multiple teams. The firm offers financial planning, portfolio management, and third-party manager programs tailored to client goals, utilizing customized asset allocations and model portfolios.

Options & derivatives strategies Private / alternative investments Business exit / sale strategy General estate planning guidance Retirement income strategy Executive Founder/Business Owner Retired Values-based investing
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Eric S

Series 63, Series 65

Saltsburg, PA

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Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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Christopher A

Series 65, Series 63

Indiana, PA

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Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
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