Merrill
47yrs
Top advisor by experience in Oklahoma City
11yrs
Nathan Geist is a fiduciary financial advisor in Oklahoma City, Oklahoma, with 11 years in the industry. Nathan joined Edward Jones in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Nathan holds the CFP® designation.
One of 641 advisors with offices in Oklahoma City, and one of 599 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 52% of advisors at Edward Jones
Office14618 Bogert Parkway, Oklahoma City, OK 73134
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowEdward JonesCurrent firm
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathan
How do I contact Nathan?
Call Nathan’s local office at (405) 751-1659 or the Edward Jones main office at (314) 515-2000, and ask for Nathan Geist.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2015, about 11 years. More experience than 52% of advisors at Edward Jones.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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