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Jeffrey John Robinson

Capital Client Group, Inc.

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About Jeffrey John Robinson

Jeffrey John Robinson is a financial advisor who has been in the industry since March 17, 1994. Jeffrey is currently registered with Capital Client Group, Inc. as a Registered Representative and Investment Adviser Representative. Previously, Jeffrey worked at FRANKLIN/TEMPLETON DISTRIBUTORS, INC. Jeffrey holds the Series 6, 7, 26, 63, and 65 licenses and the SIE exam. Jeffrey is registered with the states of California, Kentucky, Massachusetts, and Ohio. Jeffrey's current firm, Capital Client Group, Inc., provides a variety of financial advisory services. Jeffrey's advisory services include recommending Capital Client Group, Inc. as the investment advisor of separate managed accounts assets.

Firm Information

Jeffrey Robinson 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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Jeffrey Robinson’s Registration & Firm History

CA

05/16/2013 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CA

02/16/1994 - 01/24/2006

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 06/19/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/1996

Series 7 - General Securities Representative Examination

BC

Issued 02/15/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey John Robinson.
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