Jeffrey GeorgeCRD Number: 6276274
Current Firm: Newport Group Securities, Inc.
Jeffrey George (CRD# 6276274) is an Investment Advisor Representative working at Newport Group Securities, Inc. in Heathrow, FL and has over 2 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Newport Group Securities, Inc.||Heathrow, FL||Jan 2013 - Current||4|
|The Newport Group, Inc.||Heathrow, FL||Jan 2013 - Current||4|
|Jp Morgan Chase||Newark, DE||Jul 2010 - Dec 2012||2|
|University Of Texas At San Antonio||San Antonio, TX||Jun 2006 - Jul 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management23,100MILLIONS
Total Number of Accounts168ACCOUNTS
Average Account Value$137,500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI