George W. Jameson

CAPITAL WEALTH GROUP LLC

Columbia, SC 29205

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CRD#: 4263854

Professional summary

George Walton Jameson Jr, CFP®, who also goes by George W Jameson Jr., George Walton Jameson Jr, is a registered financial advisor currently at CAPITAL WEALTH GROUP LLC located in Columbia, South Carolina.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. George has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George W Jameson Jr. | George Walton Jameson Jr

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 Jameson is currently employed as an agent at keisler Insurance Group LLC. This activity accounts for approximately 10% of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Walton Jameson Jr's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

March 1, 2023 - Present

CAPITAL WEALTH GROUP LLC

Office #1: 3103 Devine St. Fl2, Columbia, SC 29205

RIA

CRD#: 324003

Columbia, SC

Past

March 30, 2021 - June 5, 2023

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Columbia, SC

Past

January 3, 2018 - March 15, 2021

CORNERSTONE WEALTH

RIA

CRD#: 289971

Lexington, SC

Past

January 8, 2016 - December 31, 2017

CORNERSTONE WEALTH

RIA

CRD#: 157935

Lexington, SC

Past

February 21, 2013 - September 8, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

LEXINGTON, SC

Past

February 21, 2013 - November 8, 2017

LPL FINANCIAL LLC

CRD#: 6413

LEXINGTON, SC

Past

November 3, 2010 - March 5, 2013

MORGAN STANLEY

RIA

CRD#: 149777

COLUMBIA, SC

Past

October 5, 2010 - March 5, 2013

MORGAN STANLEY

CRD#: 149777

COLUMBIA, SC

Past

October 12, 2000 - September 18, 2001

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(3/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/28/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/18/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/8/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 11/12/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/4/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/11/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAPITAL WEALTH GROUP LLC

CRD#: 324003 / SEC#:

South Carolina

Registered Investment Advisory firm - (3/1/2023 Approved)

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Contact information

Main Address

3103 Devine St. Fl2, Columbia, SC 29205

Mailing Address

Phone number

(803) 250-6464

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	128
AUM (Assets Under Management)	$ 21,580,927

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.

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Advisor Monitoring

Firm Stability Insights

George W. Jameson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Walton Jameson Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT ADVISOR ALLIANCE, LLC

CORNERSTONE WEALTH

CORNERSTONE WEALTH

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 10/28/2010

Series 63

Date: 10/18/2000

SIE

Date: 11/8/2017

Series 31

Date: 11/12/2010

Series 7

Date: 10/4/2010

Series 6

Date: 10/11/2000

Current Firm

CAPITAL WEALTH GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAPITAL WEALTH GROUP LLC

TRUST BUT VERIFY

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