Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Kuchta is a financial professional with experience in the investment industry. Jacob has worked at Capital Client Group, Inc. since October 2020. Prior to this, Jacob worked for American Funds - Capital Group in San Antonio, Texas. Jacob's registration with the Financial Industry Regulatory Authority (FINRA) is active and he is registered to provide investment advice in Kansas, Missouri, Ohio, Oklahoma, and Texas. Jacob is also registered as an Investment Advisor Representative (IAR) in Texas.
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
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2
TX
10/03/2020 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
IA
Issued 10/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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