Clear Skies Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clear Skies Financial serves individual and high‑net‑worth clients with discretionary asset management, written financial plans, and 401(k) consulting; the firm manages roughly $24 million across a small client base of about 46 relationships and two advisors. It provides portfolio management for individuals and delivers one‑time financial planning reports and periodic reviews as part of its services.
The firm manages client accounts on a discretionary basis through a sponsored wrap fee program that bundles management and transaction services and relies on both fundamental and technical analysis, with reviews performed at least quarterly. Clear Skies also offers an option for performance‑based fee arrangements for qualified clients who meet its stated thresholds (generally $1 million under management or $2 million net worth, excluding residence), alongside its asset‑based programs.
Notable distinctions for the firm include sponsoring a wrap program while also using performance‑based fees, offering fee‑based educational seminars and workshops, and an affiliated outside insurance practice in which the managing member sells insurance and receives commissions (reported to occupy about 10% of his time). The firm uses an institutional custody/brokerage program and generally does not vote client proxies, leaving proxy voting to clients unless assistance is requested.
Client services
Expertise
Fee options
Financial planning and consulting fees range from $1,000 to $2,000 fixed fee
Performance-based fees charged to qualified clients with at least $1,000,000 AUM or $2,000,000 net worth, consisting of an annual advisory fee plus a percentage of portfolio performance above an agreed benchmark
Main office
2162 E Williams Field Rd Suite, Suite 111
Gilbert AZ 85295
Advisors at this office
2
Most active in
Arizona
Also doing business as
Clear Skies Financial · Clear Skies Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jonathan G
Series 66
Gilbert, AZ
Clear Skies Financial
Jonathan Geib is a financial advisor at Clear Skies Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill and LPL Financial. Outside of his advisory role, Geib is the Chief Financial Officer of JJ Rock Co., a manufacturing company. Clear Skies Financial serves individual and high-net-worth clients, offering discretionary asset management, financial planning, and 401(k) consulting. The firm manages approximately $24 million across a small client base, providing portfolio management through a wrap fee program that combines fundamental and technical analysis with regular reviews.
Nicholas H
Series 65
Gilbert, AZ
Clear Skies Financial
Nicholas Harris is a Series 65-licensed advisor with Clear Skies Financial in Gilbert, AZ. He has 19 years of experience with Northrop Grumman and has been with Clear Skies Financial and RejuvGen since 2026. Outside of his advisory work, he is a part-owner of Unique Ink Printing LLC, a printing company offering screen printing, embroidery, decals, and vinyl services. Clear Skies Financial serves individual and high-net-worth clients with discretionary asset management, financial planning, and 401(k) consulting. The firm manages approximately $24 million across a small client base, providing portfolio management through a sponsored wrap fee program that incorporates both fundamental and technical analysis.
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