GJ
CFP
GJ
CFP
George Jameson
16 Years of Experience
Columbia, SC
1 DisclosureSells Insurance
George Jameson is a CFP-designated registered investment advisor at Capital Wealth Group LLC, based in Columbia, SC, with 16 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 31 clients with $24M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$769K average
Assets Under Management
$23.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
GJ
George Jameson
Location
3103 Devine St., Columbia, SC, 29205
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2020Settled
Other Business ActivitiesSells Insurance
George is an agent at Keisler Insurance Group LLC. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Capital Wealth Group LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Independent Advisor Alliance, LLC
March 2021 - June 2023 · 2 yrs 3 mos
Cornerstone Wealth
January 2018 - March 2021 · 3 yrs 2 mos
Cornerstone Wealth
January 2016 - December 2017 · 1 yr 11 mos
LPL Financial LLCBroker
February 2013 - November 2017 · 4 yrs 9 mos
LPL Financial LLC
February 2013 - September 2016 · 3 yrs 7 mos
Morgan Stanley
November 2010 - March 2013 · 2 yrs 4 mos
Morgan StanleyBroker
October 2010 - March 2013 · 2 yrs 5 mos
Vanguard Marketing CorporationBroker
October 2000 - September 2001 · 11 mos
State Registrations1 state
SC
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.