Adviser and broker representative · Money Concepts Capital Corp.
Jonathan F. George
CRD 4093818 · Palm Beach Gardens, FL
At a glance
Jonathan F. George is an investment adviser representative with Money Concepts Capital Corp. in Palm Beach Gardens, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2007, about 19 years ago. Jonathan is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Money Concepts Capital Corp.Since August 2007Palm Beach Gardens, FL · $4.1B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jonathan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.