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Jonathan G
CFP®, Series 63, Series 65
Shelburne Falls, MA
Money Concepts Capital Corp
Jonathan George is a CFP® with 26 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2000. He is also employed at George & Goodnow LLC as a certified public accountant. Outside of his advisory and accounting roles, he holds an officer position with the Springfield Court 144 Royal Order of Jesters, a charitable organization. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and investment approaches including proprietary retirement model portfolios and third-party sub-advisers.
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