GEORGE Jameson
Advisor at Capital Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Capital Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
I'm George Jameson, a seasoned financial planner and investment manager with a steadfast focus on retirement planning. With a foundation laid at Morgan Stanley and further honed expertise gained at a prominent independent advisory firm, I ventured to establish Capital Wealth Group LLC. My mission: to provide meticulous tax-efficient retirement planning and evidence-based investment management tailored to each client's unique goals and circumstances.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and committed fiduciary, I adhere unwaveringly to the principle of prioritizing my clients' best interests. Notably, I abstain from selling financial products for commissions, ensuring that my advice remains objective and unbiased.
I specialize in serving individuals who are earnestly preparing for retirement or navigating its complexities firsthand. Whether you're envisioning your ideal retirement lifestyle or seeking strategies to maximize your existing retirement assets, I offer the expertise and guidance needed to navigate this critical phase of life successfully.
I'm based in Columbia, SC, and serve clients throughout the Carolinas and virtually nationwide.
Embark on your retirement journey with confidence. Let's navigate the path to your financial freedom together.
Warm regards, George Jameson Founder, Capital Wealth Group LLC
AUM: 0.50% to 1.00%
Flat: $9,000/Year
Hourly: $250+/hr
Capital Wealth Group LLC
2022 - Present (4 years)
Independent Advisor Alliance
2021 - 2023 (2 years)
Cornerstone Wealth Group, LLC
2018 - 2021 (3 years)
Cornerstone Financial Advisors
2016 - 2017 (1 year)
Lpl Financial LLC
2013 - 2021 (8 years)
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