George Mihalko, financial advisor Ringwood NJ

George Mihalko

CRD Number: 1674031
Current Firm: Edward Jones

George Mihalko (CRD# 1674031) is an Investment Advisor Representative working at Edward Jones in Ringwood, NJ and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St.louis, MO Aug 2019 - Current 2
Cadaret, Grant & Company, Inc. Sussex, NJ Jul 2019 - Aug 2019 < 1
Somersett Wine Wayne, NJ Sep 2018 - Apr 2019 < 1
Foreside Fund Services, LLC Sussex, NJ Mar 2017 - Mar 2019 2
Rock Harbor LLC Sussex, NJ Mar 2017 - Feb 2019 1
Alt Fund Distributors LLC Littleton, CO Apr 2016 - Mar 2017 < 1
Unemployed Sussex, NJ Jan 2016 - Mar 2016 < 1
Fidelity Investments Smithfield, RI Jan 2011 - Dec 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination May 1997
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for George Mihalko
Phone Number: 314-515-2000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, WY

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