George Philip Budz

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 05/2017
  Unemployed
  Biloxi, MS
• 06/2021 → 12/2023
  Budz Brothers Llc
  Biloxi, MS
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 09/2023 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 12/2022 → 09/2023
  Charles Schwab & Co., Inc.
  Fort Worth, TX
• 06/2017 → 09/2023
  Td Ameritrade, Inc
  Fort Worth, TX
• 11/2017 → 09/2023
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 07/2020 → 12/2023
  Biala Clothing Company
  Spring, TX

Previous Registrations

• 2022-01-26 → 2023-10-20
  Charles Schwab & Co., Inc.
  Houston, TX
• 2017-11-30 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
  Woodlands, TX
  Houston, TX
  Houston, TX
• 2017-11-30 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  The Woodlands, TX
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-11-28
• S63 Uniform Securities Agent State Law Examination
  2017-08-18

Other Names

• Gorge Budz
• George Budz
• George P Budz