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Jason Wade Burris

Capital Client Group, Inc.

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About Jason Wade Burris

Jason Burris is a financial advisor who is registered with Capital Client Group, Inc. in Carmel, Indiana. Jason is registered with the state of Indiana and holds the Series 63, Series 65, and Series 7 securities licenses. Jason has been a registered investment advisor for 16 years and has experience with American Funds.

Firm Information

Jason Burris 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 Burris’s Registration & Firm History

IN

06/12/2013 - Present

Capital Client Group, Inc. (CARMEL IN)

OH

01/13/2005 - 11/03/2005

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

PA

11/14/2003 - 01/13/2005

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

IN

12/11/1997 - 11/15/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/11/1997 - 11/14/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IL

06/25/1997 - 11/25/1997

FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)

OH

06/01/1996 - 11/21/1996

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

NA

05/23/1996 - 06/01/1996

NATIONAL CITY INVESTMENTS CORPORATION

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Licenses & Designations

IA

Issued 06/11/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Wade Burris.
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