Jonathan
George
Money Concepts Capital Corp
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About this Advisor
Jonathan George is a financial advisor based in Palm Beach Gardens, Florida, working with Money Concepts Capital Corp. Jonathan has previously held positions at Money Concepts Capital Corp, Jonathan George Sr, Cpa, CFP®, and George & Goodnow LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Jonathan is part of Money Concepts Capital Corp, which operates out of Palm Beach Gardens, Florida. The firm has 24 offices and 407 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Money Concepts Capital Corp includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Money Concepts Capital Corp Brokerage Details
$2,904,017,021
407
14,363
$202,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Jonathan George Work History
George & Goodnow LLC
Money Concepts Capital Corp
Jonathan George Sr, Cpa, CFP®
Disclosures
Please visit the SEC profile of Jonathan George to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Money Concepts Advisory Service
Palm Beach Gardens, FL
Bellefontaine, OH
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Prineville, OR
Palm Beach Gardens, FL
Saint Peters, MO
Louisville, KY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
