Genevieve E. George

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

JUPITER, FL 33477

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CRD#: 6494485

Professional summary

Genevieve Elizabeth George, CFP®, who also goes by Genevieve George, Genevieve Elizabeth Roberts, is a registered financial advisor currently at PELICAN FINANCIAL PLANNING AND WEALTH, PLLC located in Jupiter, Florida.

Genevieve is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Genevieve has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Genevieve George | Genevieve Elizabeth Roberts

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.) Treasurer for Impact100 Martin, Inc. Non-profit organization of at least 100 women that pay $1,100 for membership and give grants in $100,000 increments. Serving as Treasurer, but previously involved as Board Chair (2 years) and Events chair (2 years). 2.) Board Member for Wild Dolphin Project 3.) Finance Committee Member for Martin County Healthy Start Coalition, a nonprofit Organization that offers support and education to pregnant women, infants, and their families. 4.) Uniquity by GG - hand painted items by order 5-10 hours outside regular business hours. 5.) Office Manager - Sherwood Designs, LLC - Helps with husband's com Quickbooks and some tax filings. Outside of regular business hours. 6.) Vice President and Owner for Mike Douglas Entertainments, LLC - Assist with footage and memorabilia management. 10% owner approximately 5 hours a month, outside business hours. 7.) Pelican Accounting and Tax, PLLC; Investment Related; Accounting and Tax Preparation Firm; Manager/Owner; Start Date 02/2025; Approx. 25 hours/month 8.) Pelican Education, LLC; Investment Related; Provides general financial education; Manager/Owner; Start Date 02/2025; Approx. 2 hour/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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: 2017

Experience

Current

April 18, 2025 - Present

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

Office #1: 110 Front Street Suite 300, Jupiter, FL 33477

RIA

CRD#: 335198

JUPITER, FL

Past

November 27, 2023 - April 16, 2025

HAMILTON CAPITAL

RIA

CRD#: 109116

COLUMBUS, OH

Past

October 26, 2022 - October 13, 2023

BALLENTINE PARTNERS

RIA

CRD#: 152802

Palm Beach Gardens, FL

Past

April 11, 2016 - October 3, 2022

HBKS WEALTH ADVISORS

RIA

CRD#: 112139

Stuart, FL

Past

September 14, 2015 - December 1, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

STUART, 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
(4/18/2025)

IAR

Texas
(8/15/2025)

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: 3/29/2016

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/18/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2015

General Securities Representative Examination

Current Firm

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

CRD#: 335198 / SEC#: 801-132351

RIA

Registered Investment Advisory firm - (9/10/2025 Terminated)

Florida

Registered Investment Advisory firm - (9/9/2025 Approved)

Texas

Registered Investment Advisory firm - (7/28/2025 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

110 Front Street Suite 300, Jupiter, FL 33477

Mailing Address

Phone number

(561) 818-3003

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 DISCLOSURE BROCHURE (7/30/2025)

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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Genevieve E. George

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

HAMILTON CAPITAL

BALLENTINE PARTNERS

HBKS WEALTH ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 3/29/2016

Series 7TO

Date: 8/18/2022

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2015

Current Firm

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

PELICAN FINANCIAL PLANNING AND WEALTH, PLLC

TRUST BUT VERIFY

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