George MortimerCRD Number: 1833266
Current Firm: Edward Jones
George Mortimer (CRD# 1833266) is an Investment Advisor Representative working at Edward Jones in Orange, TX and has over 28 years of experience in the finance industry.
Vsr Advisory Services
Raymond James Financial Services Advisors, Inc.
Sagepoint Financial, Inc.
|Edward D. Jones & Company, LP||Orange, TX||Jan 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV