Jeffrey George is a CFA, CFP-designated registered investment advisor at Tao Financial, based in Orlando, FL, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 92 clients with $16M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Orlando, FL
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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
Jeffrey is the President of Tao Consulting LLC, a business consulting firm, dedicating about 10-20% of his time. He is also an independent insurance agent, offering insurance products and services, but this takes minimal time.
Employment History
Current Registrations
Tao Financial
Previous Registrations
Barr Financial Services, LLC
Triad Advisors LLCBroker
Newport Group Consulting, LLC
Newport Group Securities, INC.
Newport Group Securities, INC.Broker
State Registrations3 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.