George McFarlaneCRD Number: 4029859
Current Firm: J.p. Morgan Securities LLC
George McFarlane (CRD# 4029859) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Rockville Centre, NY and has over 22 years of experience in the finance industry.
Park Avenue Securities LLC
Hightower Advisors, LLC
A.g.p / Alliance Global Partners
|J.p. Morgan Chase Bank, Na||New York, NY||Jan 2017 - Current||5|
|J.p. Morgan Securities LLC||New York, NY||May 2015 - Current||7|
|Nylife Securities Inc.||New York, NY||May 2001 - May 2015||14|
|New York Life Insurance Company||New York, NY||Apr 2001 - May 2015||14|
|Eagle Strategies LLC||New York, NY||Apr 2001 - May 2015||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- Financial planning services
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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