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Inactive

Jacob M George

Core Planning

Ofallon, MO

Greenwood, AR

CRD 7389817

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Employer firm

Core Planning CRD 154660

$525M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2025-10-08
  • AR RA
    APPROVED
    Since 2025-10-08

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Greenwood, AR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.B. Hunt Transport Lowell AR 07/2019 07/2023
Core Planning Saint Louis MO 06/2021 01/2025
Student Searcy AR 08/2011 05/2019
Cooper Eagle, Llc Greenwood AR 01/2025 10/2025
Core Planning Ofallon MO 10/2025 Present
  • 07/2019 → 07/2023
    J.B. Hunt Transport
    Lowell, AR
  • 06/2021 → 01/2025
    Core Planning
    Saint Louis, MO
  • 08/2011 → 05/2019
    Student
    Searcy, AR
  • 01/2025 → 10/2025
    Cooper Eagle, Llc
    Greenwood, AR
  • 10/2025 → Present
    Core Planning
    Ofallon, MO
Previous Registrations
  • 2025-02-20 → 2025-09-30
    Cooper Eagle, Llc
    Greenwood, AR
    Greenwood, AR
    Greenwood, AR
    Bella Vista, AR
    King Of Prussia, PA
  • 2021-06-24 → 2025-01-07
    Core Planning
    Ofallon, MO
    Bella Vista, AR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-24
  • S65 Uniform Investment Adviser Law Examination
    2021-06-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

EDWARD JONES
CENTORBI FINANCIAL GROUP, INC.
FORTIS CAPITAL ADVISORS, LLC

Nearby Investors

Jared M Mora
CHAD MICHAEL CENTORBI
Stephen Thomas Bommarito

Nearby Offices

EDWARD JONES · OFALLON, MO
CENTORBI FINANCIAL GROUP, INC. · O'FALLON, MO
EDWARD JONES · O'FALLON, MO

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