JG
JG

Jack George

2 Years of Experience
Citrus Heights, CA
Broker

Jack George is a registered investment advisor, based in Citrus Heights, CA, with 2 years of industry experience.

Location

5650 Sunrise Blvd #250, Citrus Heights, CA, 95610

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2025 - Present · 6 mos
Cetera Advisors LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Independent Financial Group, LLCBroker
May 2024 - October 2025 · 1 yr 5 mos
Independent Financial Group, LLC
February 2024 - October 2025 · 1 yr 8 mos
Strategic Advocates, LLC
August 2023 - October 2023 · 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.
Jack George - Financial Advisor | TrueAdvisor