JG
Jhonny A. Georges Parra
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CRD#: 6854680
JG
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.
Jhonny Andres Georges Parra, who also goes by Jhonny Andres Georges Parra, Jhonny Andres Georges, was a registered financial professional .
Jhonny is a previously registered financial professional and started their career in finance in 2017. Jhonny had worked at 2 firms and has passed the Series 66, SIE and Series 7TO exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jhonny Andres Georges Parra | Jhonny Andres Georges
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) BBO Financial Services, Is Not Investment Related, "Av. Francisco de Miranda, Torre BNC Piso 10, Ofic. 10A, Caracas, MIRANDA, 1060, Venezuela", Business Financial Consulting Advisor,9/1/2017,40 hours per month,0 hours per month during trading hours, Commission Compensation, "Consulting services for Venezuelan clients on issues including business financial statement analysis, real estate, project management/implementation and business development". (2) Independent Accountant, Is Not Investment Related, Caracas Venezuela, Accounting, Accountant,10/1/2015,5 hours per month,0 hours per month during trading hours, Fee Based Compensation, Offering accounting services. (3) Banco Nacional de Credito, banking institution at Caracas, Venezuela and branch in Curacao, 06/28/2022, Substitute Principal, 8-10 hours per month, 4 hours during trading hours, director compensation $300 per month, investment related. (4) Latin American Holdings Inc, a subsidiary of BBO Financial Services; Non-Investment related; Avenida Francisco de Miranda Torre BNC Piso 10, Oficina 10 A Caracas, Miranda 1060, Venezuela; Consulting Services; 09/01/2017; Financial Advisor; 40 hours; 0 hours during trading hours; Consulting services for Venezuelan clients on issues including business financial statement analysis, real estate project management/implementation and business development. (5) Assistant professor in the Accounting department for the MBA, MsC in Finance, and MsC in Marketing at IESA (Instituto de Estudios Superiores de Administracion), Caracas Venezuela, not investment related, 8 hours per month, 0 hours during trading, compensation fees per hour.
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®
NoneExperience
Past
November 3, 2020 - August 2, 2024
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
RIA
CRD#: 144601
Piso 10, Chacao Caracas,
Past
September 29, 2017 - August 2, 2024
PORTFOLIO RESOURCES GROUP, INC.
BD
CRD#: 31155
CARACAS,
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".
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)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
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/15/2019
General Securities Representative ExaminationCurrent Firm
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146
Mailing Address
Phone number
(305) 372-0299
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 115,963,278 |
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.
