Unclaimed
Jackson Taylor Schuette is an active investment advisor representative registered with Capital Client Group, Inc. Jackson has been in the industry since June 16, 2019. Jackson has passed the Series 63, Series 65, Series 7, Series 6, and SIE exams. Jackson is registered in California, Georgia, North Carolina, and South Carolina. Jackson is also an active Investment Advisor Representative.
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
01/11/2023 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IA
Issued 02/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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