George Musselman
Investment adviser representative at J.P. Morgan Securities LLC
20 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- J.P. Morgan Securities LLCSep 2020 to now
- JP Morgan Chase Bank, N.A.Sep 2020 to now
- Hfg Wealth Management, LLCJan 2019 to Sep 2020
- Rhame & GorrellOct 2018 to Dec 2018
- Rhame & Gorrell Wealth Management, LLCOct 2018 to Nov 2018
- Bogart Wealth, LLCDec 2017 to Sep 2018
- Charles Schwab & Co., Inc.Jun 2010 to Dec 2017
- Charles Schwab BankJun 2010 to Dec 2017
- Neal Hamil AgencyAug 2006 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5610585
- Firm CRD
- 79