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Elijah Dresen

Capital Client Group, Inc.

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About Elijah Dresen

Elijah Dresen is a financial advisor with Capital Client Group, Inc. based in Carmel, Indiana. Elijah has over 5 years of experience in the financial industry, and has a strong track record of providing clients with comprehensive financial planning services. Elijah is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Elijah holds a Series 63 and Series 66 license. Elijah is also licensed as a Registered Representative (RR) with FINRA and holds a Series 7 and Series 6 license. Elijah's previous employment includes J.P. MORGAN SECURITIES LLC where Elijah held a similar position.

Firm Information

Elijah Dresen is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

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.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

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.

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other

As agreed upon in a manner that covers registrant's costs

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Elijah Dresen’s Registration & Firm History

IN

04/04/2024 - Present

Capital Client Group, Inc. (CARMEL IN)

IN

12/17/2018 - 02/13/2024

J.P. MORGAN SECURITIES LLC (CARMEL IN)

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Licenses & Designations

BOTH

Issued 12/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/15/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/26/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elijah Dresen.
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