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Jacob M George

Advisor at Core Planning — Greenwood, AR

Updated today

Credentials

CFP®, Series 65

Experience

5 years

Location

Greenwood, AR

Core Planning logo

Core Planning

Multi-team

Total advisors

59

Across 46 offices

Clients per advisor

15 Very Low

Avg AUM per client

$605,570 Typical

HNW client ratio

14% Typical

About

Jacob George is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Core Planning and previously worked at Cooper Eagle, LLC and J.B. Hunt Transport. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, utilizing a combination of in-house advice, third-party money managers, and model portfolios.

Client services

Based on Core Planning

Financial planning Portfolio management

Expertise

Based on Core Planning

Retirement income strategy

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Fee options

Fixed

Fixed fees for financial planning up to $1,200 (negotiable, based on complexity and client needs)

Percentage

$0+: Up to 1.25% annually (negotiable, based on money manager, IAR, and asset value) $0+: Up to 1.1% annually for ERISA plan assets

Project-based

Up to $400 per hour for hourly financial planning and consulting (negotiable)

Other

Fee-only: Fee-only financial planning and wealth management services

Location

See office

Greenwood, AR

Greenwood AR

Advisors at this office

1

Most active in

Arkansas

Work history

5 years of industry experience

Core Planning

2025 - Present • 1 year

Ofallon, MO

Cooper Eagle, LLC

2025 - 2025 • 1 year

Greenwood, AR

Core Planning

2021 - 2025 • 4 years

Saint Louis, MO

J.B. Hunt Transport

2019 - 2023 • 4 years

Lowell, AR

Student

2011 - 2019 • 8 years

Searcy, AR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David C

Series 63

Fort Smith, AR

October Wealth Advisors, Inc

David Craig is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, with 25 years of industry experience. He holds a Series 63 designation and has been with October Wealth Advisors since 2010. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation and employs fundamental, technical, and cyclical analyses, emphasizing diversification and disciplined portfolio management, particularly in fixed-income investments.

General retirement planning Income planning
user avatar

Jon Erik G

Series 65

Fort Smith, AR

October Wealth Advisors, Inc

Jon Erik Garrido is a financial advisor at October Wealth Advisors, Inc. in Fort Smith, Arkansas, holding a Series 65 designation with 10 years of industry experience. He has been with October Wealth Advisors since 2013 and also operates a lawn and landscaping business. October Wealth Advisors serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations. The firm focuses on client-specific financial planning and employs a strategic asset allocation approach with an emphasis on diversification, fixed-income management, and disciplined security selection.

General retirement planning Income planning
user avatar

William E

Series 63, Series 65

Fort Smith, AR

Vertis Wealth, LLC

William Eden is a financial advisor with Vertis Wealth, LLC in Fort Smith, Arkansas, holding Series 63 and Series 65 licenses and offering 19 years of industry experience. He has worked at several firms, including TriFound Advisory LLC and Ae Wealth Management LLC, and has operated Eden Financial Group, Inc. since 1983, where he also serves as president and is involved in insurance sales. Vertis Wealth, LLC provides asset management and financial consulting to individuals, charitable organizations, and corporations, emphasizing fundamental analysis and a long-term, value-oriented investment approach combined with strategic asset allocation and regular portfolio reviews.

Options & derivatives strategies
user avatar

Eric E

Series 66

Ft Smith, AR

Arvest Wealth management

Eric Eidson is a financial advisor at Arvest Wealth Management with 10 years of industry experience. He holds the Series 66 designation and has been with Arvest Wealth Management and its related entities since 2015. Outside of advising, he serves as vice president of a private behavioral health practice operated by his wife, contributing limited time to the business. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management through wrap programs and retirement plan consulting, tailoring solutions based on Investment Policy Statements and managing a mix of discretionary and non-discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Edgar P

Series 66

Ft Smith, AR

Arvest Wealth management

Edgar Pacheco is a financial advisor at Arvest Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked in various roles within Arvest Bank and Arvest Wealth Management since 2022. In addition to his financial services career, he has served in the Arkansas National Guard since 2018. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-disciplinary investment approach focused on asset allocation and tailored strategies to meet clients’ objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar

Elton R

Series 63, Series 66

Greenwood, AR

Momentum Independent Network Inc.

Elton Rambin is a financial advisor at Momentum Independent Network Inc. with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with SWS Financial Services since 2008. Outside of his advisory work, Rambin is involved as a sales associate in a safari and fishing trip business and serves as a consultant on tribal activities for the Winnabago Tribe, in addition to occasionally hosting a radio show on outdoor sports. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers both discretionary and non-discretionary solutions through various managed account programs and integrates broker-dealer operations with banking and municipal advisory capabilities within the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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