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Jason Adam Kerr

Capital Client Group, Inc.

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About Jason Adam Kerr

Jason Adam Kerr is a financial advisor with over 30 years of experience in the industry. Jason is currently registered with Capital Client Group, Inc. and has previously worked with SunAmerica Capital Services, Inc., Eверен Securities, Inc., Investors Brokerage Services, Inc., Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. Jason's expertise spans various financial products and services, and he holds licenses for Series 6, 7, 26, 63, and SIE exams. Jason's primary area of focus is investment advice and portfolio management for individuals and businesses.

Firm Information

Jason Kerr 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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Jason Kerr’s Registration & Firm History

CA

03/07/2014 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CA

09/16/1998 - 02/25/2014

SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)

MO

08/14/1995 - 07/15/1998

EVEREN SECURITIES, INC. (ST. LOUIS MO)

IL

05/12/1994 - 08/11/1995

INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)

WI

09/11/1992 - 08/30/1993

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

WI

09/11/1992 - 08/30/1993

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 09/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1994

Series 7 - General Securities Representative Examination

BC

Issued 08/31/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Adam Kerr.
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