Financial Professional Jonathan George

Jonathan George - CPA CFP®

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State License Disclosure

Jonathan George - CPA CFP®

Shelburne Falls Massachusetts


Jonathan George - CPA CFP® is licensed to sell and/or discuss Securities Products only to residents of the states listed below:
  • Maine
  • North Carolina
  • Utah
  • Virginia
  • California
  • Massachusetts
  • New York
  • Oregon
Jonathan George - CPA CFP® is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in:
  • Massachusetts
Jonathan George - CPA CFP® is licensed to sell and/or discuss Insurance Products only to residents of the states listed below:
  • Massachusetts

Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Jonathan George is an independent contractor of Money Concepts
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