Unclaimed
Jeb Markly Bent is a financial professional with over 14 years of experience in the financial services industry. Jeb is currently registered as a Registered Representative and Investment Advisor Representative with Capital Client Group, Inc. in New York. Prior to joining Capital Client Group, Inc., Jeb was associated with NYLIFE SECURITIES LLC in New York and SIGNATOR INVESTORS, INC. in New York. Jeb has a strong background in securities, investments, and financial planning, with a broad range of licenses and certifications. Jeb has also worked with clients on various aspects of their financial needs, including retirement planning, college savings, and estate planning. Jeb is committed to providing clients with personalized financial advice and services.
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
NY
08/14/2024 - Present
Capital Client Group, Inc. (New York NY)
NY
02/03/2010 - 01/13/2012
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
09/19/2008 - 12/24/2009
SIGNATOR INVESTORS, INC. (NEW YORK NY)
BC
Issued 10/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2013
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 09/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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