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GJ

George H. Jaspert

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CRD#: 2874586
GJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Henry Jaspert, who also goes by George Henry Jaspert IV, George Henry Jaspert, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1997. George had worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Henry Jaspert Iv | George Henry Jaspert

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GEORGE JASPERT AGENT POSITION: L:ife Agent NATURE: Collecting Trails from Previous life Business fromSagicor LifeMutual of Omaha INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/15/1999 ADDRESS: 1001 Dawn Ct, Granbury TX 76048, United States DESCRIPTION: InActive some trail comissions.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 14, 2022 - April 20, 2023

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Stephenville, TX
Past

November 16, 2022 - April 20, 2023

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Stephenville, TX
Past

July 15, 2019 - January 24, 2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
SAN DIEGO, CA
Past

July 15, 2019 - January 24, 2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
SAN DIEGO, CA
Past

November 17, 2016 - July 27, 2017

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
CENTENNIAL, CO
Past

October 28, 2011 - October 16, 2015

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
OCEANSIDE, CA
Past

October 28, 2011 - October 16, 2015

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
OCEANSIDE, CA
Past

May 6, 2011 - November 1, 2011

NATIONWIDE SECURITIES, LLC

RIA
CRD#: 11173
CARLSBAD, CA
Past

March 9, 2011 - November 1, 2011

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
CARLSBAD, CA
Past

March 4, 2009 - February 11, 2011

QA3 FINANCIAL LLC

RIA
CRD#: 104957
OCEANSIDE, CA
Past

March 4, 2009 - February 11, 2011

QA3 FINANCIAL CORP.

BD
CRD#: 14754
OCEANSIDE, CA
Past

August 24, 2007 - February 25, 2009

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
OCEANSIDE, CA
Past

August 23, 2007 - February 25, 2009

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
OCEANSIDE, CA
Past

July 13, 2005 - August 23, 2007

WAVELAND CAPITAL PARTNERS LLC

RIA
CRD#: 40054
OCEANSIDE, CA
Past

September 5, 2003 - August 31, 2005

WAVELAND INVESTMENT ADVISORS, LLC

RIA
CRD#: 119505
CARLSBAD, CA
Past

July 23, 2003 - August 23, 2007

WAVELAND CAPITAL PARTNERS LLC

BD
CRD#: 40054
IRVINE, CA
Past

March 27, 2003 - July 22, 2003

MULTIPLE FINANCIAL SERVICES, INC.

BD
CRD#: 100100
SAN JUAN CAPISTRANO, CA
Past

March 26, 2003 - July 22, 2003

MULTIPLE FINANCIAL SERVICES, INC.

RIA
CRD#: 100100
OCEANSIDE, CA
Past

June 29, 2000 - March 28, 2003

BRECEK & YOUNG ADVISORS, INC.

RIA
CRD#: 40395
SAN DIEGO, CA
Past

September 11, 1998 - March 28, 2003

BRECEK & YOUNG ADVISORS, INC.

BD
CRD#: 40395
FOLSOM, CA
Past

June 25, 1997 - September 4, 1998

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/30/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2000
General Securities Principal Examination

Current Firm


AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)
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Contact information


Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337

SEC notice filing (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts280
AUM (Assets Under Management)$ 82,015,793

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524

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