Jared George Email and Phone Number
My background is banking and capital markets. I am a Financial Advisor at PNC Investments.Outside of work, I enjoy walking the beautiful Trinity Trails, golfing, fitness, reading, traveling and most importantly, spending time with my wife, our families and friends.
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 14520
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Senior Financial Advisor, Vice President - InvestmentsWells Fargo AdvisorsFort Worth, Tx, Us -
Financial AdvisorPnc Investments Sep 2022 - Present
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Co-Founder & Managing PartnerVerterent Capital Nov 2021 - Sep 2022Verterent Capital, LLC (“Verterent”) is a boutique digital asset investment management company founded in 2021. Verterent is the investment manager of the Verterent Digital Asset Fund, LP (“the Fund”), an actively managed strategy that invests in a portfolio of cryptocurrencies, tokens and digital assets. The Fund strives to generate alpha relative to Bitcoin and reduce volatility relative to a buy and hold approach by capturing the growth of the overall digital asset class.Past performance is no guarantee of future results. ©2021 Verterent Capital. All rights reserved. This material may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder.This information is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell an interest in any private investment fund (the "Fund") or any other security. -
Portfolio Manager | Financial Planning Specialist | Financial AdvisorMorgan Stanley Jun 2017 - Nov 2021New York, Ny, Us© 2021 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.*Please see the team website, https://advisor.morganstanley.com/the-travis-george-group for details about the members, their functional titles and their individual years of experience.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.NMLS # 1731307 -
Customer Service ManagerHerring Bank Apr 2016 - Jun 2017Amarillo, Texas, UsFounded in Texas in 1899, Herring Bank provides a full range of commercial and consumer banking products. Herring bank has been family owned and anchored in our communities since we began; those priorities still guide everything we do. Our bank officers, directors, and owners live in the communities we serve. We have moved our headquarters from Vernon, TX to Amarillo but for over 117 years our 200+ employees across three states have ensured that our legacy remains: Help Customers with Their Financial Needs through Local Leadership and Ownership. -
Associate Personal BankerHerring Bank Sep 2015 - Apr 2016Amarillo, Texas, Us -
Operations AssistantHerring Bank Mar 2015 - Sep 2015Amarillo, Texas, Us
Jared George Education Details
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The American College Of Financial ServicesCertified Financial Planner (Cfp) -
West Texas A&M University College Of BusinessAnd Management
Frequently Asked Questions about Jared George
What company does Jared George work for?
Jared George works for Wells Fargo Advisors
What is Jared George's role at the current company?
Jared George's current role is Senior Financial Advisor, Vice President - Investments.
What schools did Jared George attend?
Jared George attended The American College Of Financial Services, West Texas A&m University College Of Business.
Who are Jared George's colleagues?
Jared George's colleagues are Jason Harris, Matthew Gelsheimer, Cfp®, Mark Monaghan, Tj Way, Daniel King, James Mcdavitt, Dave Scheibel.
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