GP
GP
George Posada
42 Years of Experience
Austin, TX
1 Disclosure
George Posada is a registered investment advisor at J.P. Wealth Management, LLC, based in Austin, TX, with 42 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 14 clients with $63M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$63.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Austin, TX
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2001Settled
Employment History
Current Registrations
J.P. Wealth Management, LLC
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Mutual Securities, INC.Broker
February 2016 - February 2019 · 3 yrs
LPL Financial LLCBroker
February 2007 - February 2016 · 9 yrs
LPL Financial LLC
February 2007 - February 2016 · 9 yrs
Raymond James Financial Services
December 2005 - February 2007 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
December 2005 - February 2007 · 1 yr 2 mos
Foothill Securities, INC.
December 1997 - December 2005 · 8 yrs
Foothill Securities, INC.Broker
October 1988 - December 2005 · 17 yrs 2 mos
Christopher Weil & Company, INCBroker
April 1988 - October 1988 · 6 mos
Judy & Robinson Securities, INCBroker
May 1983 - April 1988 · 4 yrs 11 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.