George Tajti
George Tajti is a registered investment advisor at French Capital Management, LLC, based in Jacksonville, FL, with 10 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
French Capital Management (FCM) offers investment management services where fees will not exceed 2% of the value of your portfolio. Fees are assessed quarterly in advance. The firm may also advise on alternative investments.
Location
13080 Silver Oak Drive, Jacksonville, FL, 32223
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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
George is involved in Glox Enterprises, LLC, which designs and manufactures machinery and holds a resale certificate. He also sells insurance through Crump Life Insurance.
Employment History
Current Registrations
French Capital Management, LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Marian Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
Shearson Financial Services, LLCBroker
State Registrations1 state
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.