Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Garret Jordt is an Investment Advisor Representative associated with Capital Client Group, Inc. David has been in the industry since May 1, 2002, and has offices in Los Angeles, California. David holds a Series 63, Series 65, Series 7 and Series 26 license and is licensed to conduct business in California, Colorado, Louisiana, Mississippi, Missouri, New Mexico, Oklahoma, and Texas. David also owns a rental property business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Recommending affiliate as investment adviser of sma assets
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
As agreed upon in a manner that covers registrant's costs
1
2
CA
12/17/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
AL
01/14/2004 - 01/03/2006
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MO
01/29/2002 - 01/06/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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