Jeremy George
Jeremy George is a CFP-designated registered investment advisor at LPL Financial LLC, based in Columbia, TN, with 23 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
32 Public Square, Columbia, TN, 38401
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy operates under George-Wellons Wealth Group, a DBA for his LPL business, dedicating full-time hours to it. He also co-owns George Wellons Properties PLLC and George Wellons Properties for real estate rental, and engages in non-variable insurance sales through ASH Brokerage, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Southwestern Investment Advisory Services, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations28 states
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
More Advisors
- Andrew Varnedoe, CFPEversource Wealth Advisors, LLC
- Hunter Cary, ChFC
- Gaye Pike, CFPOsaic Wealth, INC.
- Andrew Parker, CFPRobert W. Baird & CO. Incorporated
- Thomas Young, CFP
- Charles Plunkett, CFPEdward Jones