Unclaimed
George Augustus Mattingly is an active Broker-Dealer with a focus on providing investment advice to individuals and businesses. George is registered with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. George's experience includes previous roles with Barclays Capital Inc. and Lehman Brothers Inc., where George was a registered representative. George has over 12 years of experience in the financial services industry. George's expertise covers a broad range of financial services, including financial planning, pension consulting, and portfolio management. George is licensed in all 50 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
GA
09/25/2017 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
09/22/2008 - 10/14/2011
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
10/12/2004 - 09/22/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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