JO
Jesse Oak George
CRD 5407852
Firms
| Firm | Role | As of |
|---|---|---|
| Shade Tree Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Shade Tree Advisors Llc
President · Less than 5% · Nov 2024
-
Shade Tree Advisors Llc
Managing Partner · GP / trustee / elected manager · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗