Jeremy R George Cfp ® Email and Phone Number
Jeremy R George Cfp ® work email
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Jeremy R George Cfp ® personal email
Jeremy R George Cfp ® phone numbers
Jeremy R. George, co-founder and financial planner with George Wealth Group, is passionate about being an advocate for his clients’ financial goals. He believes his purpose is to help them be the best steward of their wealth, and to use this wealth not as the endgame, but as a conduit for a more fulfilling life. Through financial planning strategies that incorporate investment, tax, gifting, and estate planning, Jeremy helps maximize his clients’ impact now and the legacy they leave later.He and Eric Wellons established their firm to provide independent concierge level service to families and small businesses in a clear, no nonsense way. As fiduciaries, they proactively look out for their clients’ best interests at all times. Jeremy is a Middle TN native and lives in Brentwood TN with his wife Hannah and their six children; Ella, Miles, Griffin, Trulie, Hogan, and Maven. Jeremy graduated from Lipscomb University and has almost 20 years of experience in the investment industry. In his spare time, Jeremy enjoys spending time with his family and friends, working in the yard, exercising, coaching youth sports, anything outdoors, and living out his faith by serving others.
George-Wellons Wealth Group
View- Website:
- georgewellonswealthgroup.com
- Employees:
- 3
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Managing PartnerGeorge-Wellons Wealth Group Aug 2018 - Present8115 Isabella Ln Ste. 1 Brentwood, Tn 37027-Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. George-Wellons Wealth Group, 8115 Isabella Ln. Ste. 1 Brentwood, TN 37027, 615-599-2702. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html -
Certified Financial Planner Tm Practitioner / Wealth Advisor, RjfsSouthwestern Investment Group / Raymond James May 2004 - Aug 2018Franklin, TnSouthwestern Investment Group
Jeremy R George Cfp ® Skills
Jeremy R George Cfp ® Education Details
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Finance, Economics
Frequently Asked Questions about Jeremy R George Cfp ®
What company does Jeremy R George Cfp ® work for?
Jeremy R George Cfp ® works for George-Wellons Wealth Group
What is Jeremy R George Cfp ®'s role at the current company?
Jeremy R George Cfp ®'s current role is Managing Partner at George-Wellons Wealth Group.
What is Jeremy R George Cfp ®'s email address?
Jeremy R George Cfp ®'s email address is je****@****mes.com
What is Jeremy R George Cfp ®'s direct phone number?
Jeremy R George Cfp ®'s direct phone number is +161577*****
What schools did Jeremy R George Cfp ® attend?
Jeremy R George Cfp ® attended Lipscomb University.
What skills is Jeremy R George Cfp ® known for?
Jeremy R George Cfp ® has skills like Retirement Planning, Series 7, Strategic Financial Planning.
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