George Musselman, financial advisor Tomball TX

George Musselman

CRD Number: 5610585
Current Firm: J.p. Morgan Securities LLC

George Musselman (CRD# 5610585) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tomball, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Chase Bank, N.a. The Woodlands, TX Sep 2020 - Current 3
J.p. Morgan Securities LLC The Woodlands, TX Sep 2020 - Current 3
Neal Hamil Agency Houston, TX Aug 2006 - Current 17
Hfg Wealth Management, LLC The Woodlands, TX Jan 2019 - Sep 2020 1
Rhame & Gorrell The Woodlands, TX Oct 2018 - Dec 2018 < 1
Rhame & Gorrell Wealth Management, LLC The Woodlands, TX Oct 2018 - Nov 2018 < 1
Bogart Wealth, LLC The Woodlands, TX Dec 2017 - Sep 2018 < 1
Charles Schwab & Company, Inc. The Woodlands, TX Jun 2010 - Dec 2017 7
Charles Schwab Bank The Woodlands, TX Jun 2010 - Dec 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
S63 Uniform Securities State Law Examination Apr 2024
Contact Info for George Musselman
Phone Number: 800-999-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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