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Jesse Oak George

SHADE TREE ADVISORS LLC·SARATOGA SPRINGS, New York
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19 RAILROAD PLACE, SARATOGA SPRINGS, NY 12866CRD# 5407852Firm CRD# 289905
01

About

Jesse Oak George is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with SHADE TREE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SHADE TREE ADVISORS LLC
SHADE TREE ADVISORS LLC
AUM
$795M
Regulatory assets under management
Employees
56
Total firm employees
View all advisors at SHADE TREE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5407852
Firm CRD# 289905
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jesse Oak George offer?
Jesse Oak George specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are Jesse Oak George's credentials?
Jesse Oak George is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse Oak George located?
Jesse Oak George is based in SARATOGA SPRINGS, New York, working with SHADE TREE ADVISORS LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does Jesse Oak George charge for services?
Jesse Oak George's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHADE TREE ADVISORS LLC?
SHADE TREE ADVISORS LLC has approximately 56 employees and manages $795M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Manuel Nmn Choy — WPM WEALTH ADVISORS LLCLouis Robert Malikow — SARATOGA WEALTH ADVISORS, LLCJames Franklin Minich — MINICHMACGREGOR WEALTH MANAGEMENT, LLCJason Keith Macgregor — MINICHMACGREGOR WEALTH MANAGEMENT, LLCAdam David Mc Neill — THE MCNEILL FINANCIAL GROUP, LLC
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