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GM

George B. Mcgehee

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CRD#: 327566
GM

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 Badger Mcgehee, who also goes by George B Mcgehee Jr, Pete Mcgehee, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1982. George had worked at 9 firms and has passed the Series 66, Series 63, Series 7TO, Series 22TO, Series 6TO, SIE, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George B Mcgehee Jr | Pete Mcgehee

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.
1.ESTATE RISK MANAGEMENT GROUP, INC., NOT INVESTMENT RELATED, 17291 IRVINE BLVD., SUITE 157, TUSTIN, CA 92780, ESTATE CONSULTING, OWNER, START DATE: 1981, 40 HR/MO, 20 HR/TD,PROVIDE ESTATE STRUCTURE CONSULTING. 2.FNG; NOT INVESTMENT RELATED; 1940 W. ORANGEWOOD, SUITE 110 ORANGE, CA; REAL ESTATE CONSULTING; OWNER; SINCE 2010; 40 HOURS/MONTH; 40 HOURS DURING TRADING TIME. 3. INSURANCE SALES; INVESTMENT RELATED; 17291 IRVINE BLVD. STE 157, TUSTIN, CA 92780; OWNER; SINCE 1981; 20 HRS/MTH; 10 DURING SECURITY HOURS; LIFE, A&H, AND FIXED ANNUITIES 4. JRL CAPITAL ADVISORS LLC, INVESTMENT RELATED, 20371 IRVINE AVE STE 140, NEWPORT BEACH, CA 92660, INVESTMENT ADVISOR, STARTED 5/2016, 40 HRS/MONTH, 20 HRS DURING TRADING, PROVIDE INVESTMENT ADVISORY SERVICES.

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

May 26, 2016 - December 12, 2022

JRL CAPITAL ADVISORS LLC

RIA
CRD#: 108162
TUSTIN, CA
Past

May 25, 2016 - December 12, 2022

JRL CAPITAL CORPORATION

BD
CRD#: 10225
TUSTIN, CA
Past

October 31, 2005 - June 13, 2016

OSAIC SERVICES, INC.

RIA
CRD#: 133763
TUSTIN, CA
Past

October 31, 2005 - June 13, 2016

OSAIC SERVICES, INC.

BD
CRD#: 133763
TUSTIN, CA
Past

November 30, 1998 - October 31, 2005

SENTRA SECURITIES CORPORATION

RIA
CRD#: 10249
IRVINE, CA
Past

November 16, 1998 - October 31, 2005

SENTRA SECURITIES CORPORATION

BD
CRD#: 10249
PHOENIX, AZ
Past

May 14, 1993 - April 4, 2001

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

March 23, 1993 - November 16, 1998

UNITED PACIFIC SECURITIES, INC.

BD
CRD#: 21986
CARLSBAD, CA
Past

January 30, 1985 - January 18, 1993

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

October 19, 1982 - January 28, 1985

CREST SECURITIES, INC.

BD
CRD#: 10486
Past

January 26, 1982 - November 8, 1982

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420

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
RR
IAR
Series 66
Date: 3/25/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/19/1967
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


JC
JRL CAPITAL ADVISORS LLC
JRL CAPITAL ADVISORS LLC

CRD#: 108162 / SEC#: 801-57158

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Contact information


Main Address
17 Corporate Plaza Dr 2nd Floor, Newport Beach, CA 92660
Mailing Address
17 Corporate Plaza Dr 2nd Floor, Newport Beach, CA 92660
Phone number
(949) 650-2928
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Part 2 Brochures

JRL ADV PART 2 (3/25/2024)

Regulatory assets under management


Total Number of Accounts302
AUM (Assets Under Management)$ 104,698,538

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


JRL CAPITAL ADVISORS LLC

CRD#: 108162

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