Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Keehn is a registered investment advisor representative with Capital Client Group, Inc. Jacob has been in the financial industry for 7 years. Jacob is registered with the state of Indiana and is also a Series 6, 7, 24, 63 and 65 licensed individual. Jacob has worked with a number of firms including American Funds, Flexible Plan Investments, Pro Educational Services Group, Full-time Student, and Wyandotte Dept of Public Service. Jacob currently has a branch office location in Carmel, Indiana.
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
IN
09/01/2017 - Present
Capital Client Group, Inc. (CARMEL IN)
IA
Issued 09/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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