JG
Jack M. George
STONEX ADVISORS
North Huntingdon, PA 15642
Some features on this profile are disabled
CRD#: 6286506
JG
Professional summary
Jack Michael George, CFP® is a registered financial advisor currently at STONEX ADVISORS INC. located in North Huntingdon, Pennsylvania and STONEX SECURITIES INC. located in North Huntingdon, Pennsylvania.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Jack has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)Admin Associates, Inc 2871 Guffey Road, Irwin, PA 15642 S corp to receive payment for Admin services rendered Non-investment related Owner 05/01/2017 1 hour spent per month and 1 hour spent during market hours 2) Maple Shade Commons LLC 2781 Arona Road Irwin, PA 15642 Nature of Business: This is an LLC that holds office space that I lease. Investment Realted: Non-Investment Related Position: Owner, member Business Duties: Maples Shade Commons holds commercial office real estate that is leased. Business Start Date: 08/28/2019 Approximate Hours Devoted to Business: 5 Approximate Hours Devoted to Business during Market Hours: 0 3) Westmoreland County Community College 125 Pavilion Ln, Youngwood, PA 15697 Nature of Business: Adult continuing education classes on various retirement topics Investment Related: Non-Investment Related Title: Instructor Duties: Instruct students on various retirement topics Start Date: 4/1/2020 Hours Devoted to Business: 2 Hours Devoted to Business during Market Hours: 0 4) PA FINANCIAL LLC 1781 ARONA RD, SUITE 3B, IRWIN, PA 15642 NATURE OF BUSINESS: ENTITY TO RECEIVE FINANCIAL SERVICE INCOME INVESTMENT RELATED: YES BUSINESS POSITION, TITLE OR ASSOCIATION: OWNER, FINANCIAL ADVISOR BUSINESS DUTIES: FINANCIAL ADVISOR PROVIDE SERVICE TO CLIENTS WITH INVESTMENT RELATIONS AS WELL AS INSURANCE POLICIES BUSINESS START DATE: 07/01/2020 APPROXIMATELY 180 HOURS SPENT ON THIS OBA MONTHLY WITH 8-9 HOURS SPENT ON THIS OBA DAILY. 5) George Strategic Wealth; 1781 Arona Road, Suite 3b, Irwin, PA 15642; Investment Related; DBA; 08/22/2024; Investment advice; 160 hrs/month 6) TAX PREP & PLANNING - 1781 ARONA ROAD, IRWIN, PA 15642 NATURE OF BUSINESS: TAX PREPARATION AND PLANNING INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: OWNER BUSINESS DUTIES: PREPARING TAX RETURNS, GUIDING CLIENTS IN REDUCING LIFETIME TAXES PAID BUSINESS START DATE: 04/29/2025 APPROXIMATELY 16 HOURS SPENT ON THIS OBA MONTHLY, WITH 16 SPENT DURING MARKET HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Jack Michael George'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®
Start date: 2018
Experience
Current
June 29, 2020 - Present
STONEX ADVISORS INC.
Office #1: 1781 Arona Road, North Huntingdon, PA 15642RIA
CRD#: 174182
North Huntingdon, PA
Current
March 15, 2016 - Present
STONEX SECURITIES INC.
Office #1: 1781 Arona Road, North Huntingdon, PA 15642BD
CRD#: 18456
North Huntingdon, PA
Past
March 31, 2015 - February 24, 2016
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
LATROBE, PA
Past
June 11, 2014 - March 6, 2015
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
GREENSBURG, 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".
SA
STONEX ADVISORS INC.
ABERDEEN FINANCIAL GROUP | WOYTOWICH WISLOSKI INVESTMENT GROUP | WOODEN INVESTMENTS | WILLOWBY ADVISORS | WEALTH MANAGEMENT SOLUTIONS | WAINWRIGHT LAVENTIS | WAHFELD WEALTH MANAGEMENT GROUP | TEWKSBURY FINANCIAL LLC | SYNERGY WEALTH MANAGEMENT | STURM FINANCIAL SERVICES | STREET FINANICAL SERVICES | STRATEGIC FINANCIAL GROUP | STORMS AND ROWDON WEALTH MANAGEMENT | STONEX WEALTH MANAGEMENT | STONEX ADVISORS INC. | STONE FINANCIAL GROUP, LLC | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | SPARGER INVESTMENTS | SMART MONEY STRATEGIES, INC. | SA STONE INVESTMENT ADVISORS INC. | RON COITE & ASSOCIATES | ROBERTS WEALTH MANAGEMENT | RKB INVESTMENTS | RIVER FINANCIAL SERVICES | RICHMOND FINANCIAL LLC | REGENCY FINANICAL GROUP, LLC | REDSTONE FINANCIAL ADVISORS | QUARRY LAKES FINANCIAL GROUP | PARTNERS FINANCIAL GROUP, LLC | ONE SOURCE FINANCIAL GROUP | OLDE HICKORY FINANCIAL SERVICES, LLC | OAK CREST FINANCIAL PARTNERS LLC | NUFRIO WEALTH MANAGEMENT | NEBEL FINANCIAL | MORRIS, SMITH & HAYDEN WEALTH MANAGEMENT | MAX WEALTH MANAGEMENT | MANAGED LEGACY WEALTH COUNSEL | LIFESCOPE PLANNING AND INVESTMENT SERVICES | LEGACY INVESTMENT PLANNING | LANNIGAN SECURITIES | LANEY FINANCIAL | LANCE HOCUTT FINANCIAL GROUP | LAKE NORMAN ADVISORS LLC | KPJ FINANCIAL SERVICES | KEVIN DICK ASSET MANAGEMENT CO | KENNARD FINANCIAL SERVICES | KEITH FORD AND ASSOCIATES | KAIROS FINANCIAL MANAGEMENT | INVESTMENT SECURITIES GROUP, INC. | INTEGRARISK CORP | IM WEALTH PARTNERS | HOVANIC WEALTH SOLUTIONS | HLM FINANCIAL SERVICES, INC. | HIZNAY & ASSOCIATES | HENRY WEALTH MANAGEMENT | HENDERSON FINANCIAL SERVICES | HEADWATER ASSET MANAGEMENT, LLC | GUARDIAN WEALTH FINANCIAL | GRUDZINSKI FINANCIAL SERVICES | GRANDVIEW WEALTH ADVISORS | GEORGE STRATEGIC WEALTH | ELLEDGE, BAIN, SIDES, LLC | EAGLE CREEK WEALTH MANAGEMENT, LLC | DON LEDFORD ASSOCIATES, LLC | DILWORTH FINANCIAL SERVICES | DCP ASSET MANAGEMENT, LLC | CWT FINANCIAL | CRESS WEALTH STRATEGIES | COX FINANCIAL CORPORATION | CORLEY WEALTH MANAGEMENT | CONSERVATIVE CONCEPTS, INC. | COMPASS WEALTH MANAGEMENT, LLC | CHAD J. KARL | BUSSEY CAPITAL MANAGEMENT, LLC | BURLESON DAWKINS INC. | BARNEGAT FINANCIAL | BARKO FINANCIAL | AFFILIATED FINANCIAL PLANNERS, LLC
CRD#: 174182 / SEC#: 801-80747
RIA
Registered Investment Advisory firm - (12/17/2014 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/29/2020)
RR
Delaware(6/29/2020)
RR
Florida(6/29/2020)
RR
Georgia(6/29/2020)
RR
Hawaii(4/30/2025)
RR
Kentucky(6/29/2020)
RR
Maryland(6/29/2020)
RR
Massachusetts(1/3/2022)
RR
Minnesota(6/29/2020)
RR
Missouri(6/29/2020)
RR
New Jersey(6/29/2020)
RR
North Carolina(6/29/2020)
RR
Ohio(6/29/2020)
RR
Pennsylvania(3/15/2016)
IAR
Pennsylvania(6/29/2020)
RR
South Carolina(6/29/2020)
RR
Virginia(6/29/2020)
RR
West Virginia(6/29/2020)
RR
Wisconsin(1/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STONEX ADVISORS INC.
ABERDEEN FINANCIAL GROUP | WOYTOWICH WISLOSKI INVESTMENT GROUP | WOODEN INVESTMENTS | WILLOWBY ADVISORS | WEALTH MANAGEMENT SOLUTIONS | WAINWRIGHT LAVENTIS | WAHFELD WEALTH MANAGEMENT GROUP | TEWKSBURY FINANCIAL LLC | SYNERGY WEALTH MANAGEMENT | STURM FINANCIAL SERVICES | STREET FINANICAL SERVICES | STRATEGIC FINANCIAL GROUP | STORMS AND ROWDON WEALTH MANAGEMENT | STONEX WEALTH MANAGEMENT | STONEX ADVISORS INC. | STONE FINANCIAL GROUP, LLC | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | SPARGER INVESTMENTS | SMART MONEY STRATEGIES, INC. | SA STONE INVESTMENT ADVISORS INC. | RON COITE & ASSOCIATES | ROBERTS WEALTH MANAGEMENT | RKB INVESTMENTS | RIVER FINANCIAL SERVICES | RICHMOND FINANCIAL LLC | REGENCY FINANICAL GROUP, LLC | REDSTONE FINANCIAL ADVISORS | QUARRY LAKES FINANCIAL GROUP | PARTNERS FINANCIAL GROUP, LLC | ONE SOURCE FINANCIAL GROUP | OLDE HICKORY FINANCIAL SERVICES, LLC | OAK CREST FINANCIAL PARTNERS LLC | NUFRIO WEALTH MANAGEMENT | NEBEL FINANCIAL | MORRIS, SMITH & HAYDEN WEALTH MANAGEMENT | MAX WEALTH MANAGEMENT | MANAGED LEGACY WEALTH COUNSEL | LIFESCOPE PLANNING AND INVESTMENT SERVICES | LEGACY INVESTMENT PLANNING | LANNIGAN SECURITIES | LANEY FINANCIAL | LANCE HOCUTT FINANCIAL GROUP | LAKE NORMAN ADVISORS LLC | KPJ FINANCIAL SERVICES | KEVIN DICK ASSET MANAGEMENT CO | KENNARD FINANCIAL SERVICES | KEITH FORD AND ASSOCIATES | KAIROS FINANCIAL MANAGEMENT | INVESTMENT SECURITIES GROUP, INC. | INTEGRARISK CORP | IM WEALTH PARTNERS | HOVANIC WEALTH SOLUTIONS | HLM FINANCIAL SERVICES, INC. | HIZNAY & ASSOCIATES | HENRY WEALTH MANAGEMENT | HENDERSON FINANCIAL SERVICES | HEADWATER ASSET MANAGEMENT, LLC | GUARDIAN WEALTH FINANCIAL | GRUDZINSKI FINANCIAL SERVICES | GRANDVIEW WEALTH ADVISORS | GEORGE STRATEGIC WEALTH | ELLEDGE, BAIN, SIDES, LLC | EAGLE CREEK WEALTH MANAGEMENT, LLC | DON LEDFORD ASSOCIATES, LLC | DILWORTH FINANCIAL SERVICES | DCP ASSET MANAGEMENT, LLC | CWT FINANCIAL | CRESS WEALTH STRATEGIES | COX FINANCIAL CORPORATION | CORLEY WEALTH MANAGEMENT | CONSERVATIVE CONCEPTS, INC. | COMPASS WEALTH MANAGEMENT, LLC | CHAD J. KARL | BUSSEY CAPITAL MANAGEMENT, LLC | BURLESON DAWKINS INC. | BARNEGAT FINANCIAL | BARKO FINANCIAL | AFFILIATED FINANCIAL PLANNERS, LLC
CRD#: 174182 / SEC#: 801-80747
RIA
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Contact information
Main Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Mailing Address
Phone number
(800) 292-2411
Established
Firm type
Fiscal year end
# of Employees
233
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,988 |
| AUM (Assets Under Management) | $ 4,515,278,523 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 | ||
| 02/27/2024 | ||
| 01/20/2023 |
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.
