Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames R George is a financial professional with over 20 years of experience in the industry. James is currently registered with J.p. Morgan Institutional Investments Inc. James is a Series 7 and Series 63 licensed professional. James has been in the industry since March 19, 2001 and is registered in all states for broker-dealer activities. James also holds a Series 24 license. James has a wide range of experience in the financial services industry, including working with J.P. Morgan Securities Inc.
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.
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.
1
2
OH
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
NY
01/01/2005 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
06/15/2001 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
05/01/2001 - 06/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/20/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 06/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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