Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Weybrecht is a financial professional with over 20 years of experience in the industry. Jason is registered with Capital Client Group, Inc. and has a broad range of experience in the financial services industry. Jason holds several licenses and certifications, including Series 6, 7TO, 24, 26, 63, and 82. Jason also holds the Certified Financial Planner designation.
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
04/25/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2012
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 12/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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