George Posada (CRD# 1106657) is an Investment Advisor Representative working at J.p. Wealth Management, LLC in Blanco, TX and has over 35 years of experience in the finance industry.
CRD# 4048
Msa Capital Management, Pllc
CRD# 2456018
Advisors Asset Management, Inc.
CRD# 6071519
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Wealth Management, LLC | Blanco, TX | May 2015 - Current | 8 |
| Mutual Securities, Inc. | Camarillo, CA | Feb 2016 - Feb 2019 | 3 |
| Lpl Financial, LLC | Austin, TX | Feb 2007 - Feb 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management53MILLIONS
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Total Number of Accounts46ACCOUNTS
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Average Account Value$1,152,174
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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