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Jennifer Marie Miller

Capital Client Group, Inc.

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About Jennifer Marie Miller

Jennifer Miller is a financial professional with over 20 years of experience in the industry. Jennifer is currently registered with Capital Client Group, Inc. in Los Angeles, CA. Jennifer has a broad range of experience in the financial services industry, having previously worked for firms such as GWFS Equities, Inc., Park Avenue Securities LLC and Princor Financial Services Corporation. Jennifer holds the Series 6, 7, 26, 63 and SIE licenses. Jennifer has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Jennifer Miller 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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Jennifer Miller’s Registration & Firm History

CA

05/06/2016 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

MD

02/27/2003 - 04/08/2016

GWFS EQUITIES, INC. (COLUMBIA MD)

NY

05/07/2002 - 01/02/2003

PARK AVENUE SECURITIES LLC (NEW YORK NY)

IA

08/22/2000 - 11/30/2001

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 10/16/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Marie Miller.
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