Jonathan Fitzpatrick George

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2000 → Present
  Money Concepts Capital Corp
  North Palm Beach, FL
• 08/2000 → 01/2024
  Jonathan George Sr, Cpa, Cfp
  Shelbourne Falls, MA
• 01/2024 → Present
  George & Goodnow Llc
  Shelbourne Falls, FL

Other Businesses

(1) George & Goodnow LLC. SINCE 08/2000, Employee. CERIFIED PUBLIC ACCOUNTANT, 20 - 40% time MO. DURING SECURITIES TRADING. 89 MAIN ST, SHELBURNE FALLS, MA 01370-1129. 2. Springfield Court 144 Royal Order of Jesters, since 1/1/2025, 98 Beach St., Dennis, MA 02638, Charity, Officer, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1999-12-21

Designations

• Certified Financial Planner

Other Names

• Jonathan Fitzpatrick George