George Tajti

FRENCH CAPITAL MANAGEMENT

Jacksonville, FL 32223

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CRD#: 5761486

Professional summary

George Tajti, who also goes by George Tajti, Gyorgy Tajti, is a registered financial advisor currently at FRENCH CAPITAL MANAGEMENT, LLC located in Jacksonville, Florida.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. George has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Tajti | Gyorgy Tajti

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.

Glox Enterprises, LLC. Design and manufacturing of machinery. Holds resale certificate. Crump Life Insurance: Insurance sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Tajti'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®

None

Experience

Current

April 5, 2021 - Present

FRENCH CAPITAL MANAGEMENT, LLC

Office #1: 13080 Silver Oak Drive, Jacksonville, FL 32223

RIA

CRD#: 177517

Jacksonville, FL

Past

January 15, 2019 - April 3, 2019

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

Saint Johns, FL

Past

January 14, 2019 - April 3, 2019

CADARET, GRANT & CO., INC.

CRD#: 10641

Saint Johns, FL

Past

January 7, 2016 - July 14, 2017

J.P. MORGAN SECURITIES LLC

CRD#: 79

JACKSONVILLE, FL

Past

January 5, 2016 - July 14, 2017

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

JACKSONVILLE, FL

Past

June 15, 2015 - November 12, 2015

MARIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 141456

ST. JOHNS, FL

Past

April 25, 2014 - October 30, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

March 5, 2014 - October 30, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

June 28, 2011 - February 8, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

FT. LAUDERDALE, FL

Past

June 16, 2010 - June 14, 2011

SHEARSON FINANCIAL SERVICES, LLC

CRD#: 38619

BOCA RATON, FL

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

Florida
(4/5/2021)

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: 4/24/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/24/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/2010

General Securities Representative Examination

Current Firm

FRENCH CAPITAL MANAGEMENT, LLC

FRENCH CAPITAL MANAGEMENT, LLC | FRENCH, JASON IAN

CRD#: 177517 / SEC#: 802-83168

Florida

Registered Investment Advisory firm - (10/5/2018 Approved)

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Contact information

Main Address

13080 Silver Oak Drive, Jacksonville, FL 32223

Mailing Address

13080 Silver Oak Drive, Jacksonville, FL 32223

Phone number

(904) 479-8843

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
SEC	ERA - Withdrawn	10/5/2018
Florida	ERA - Withdrawn	7/19/2018

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 Tajti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Tajti's CRS (Customer Relationship Summary).

Certified licenses

Experience

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MARIAN FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

SHEARSON FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/24/2014

Series 63

Date: 8/24/2010

SIE

Date: 7/14/2017

Series 7

Date: 6/15/2010

Current Firm

FRENCH CAPITAL MANAGEMENT, LLC

Contact information

Documents

Exempt reporting advisers

Red Flags

Company Information

FRENCH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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