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Jesus Ramon

Capital Client Group, Inc.

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About Jesus Ramon

Jesus Ramon is an investment advisor representative with Capital Client Group, Inc. Jesus is also registered as an Investment Advisor Representative in Texas. Jesus has been in the industry since 2019. Jesus previously worked at Fidelity Brokerage Services LLC, Money Concepts Capital Corp, Royal Alliance Associates, Inc., Victory Capital Services, Inc., and J.P. Morgan Securities LLC. Jesus has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination.

Firm Information

Jesus Ramon 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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Jesus Ramon’s Registration & Firm History

TX

08/02/2024 - Present

Capital Client Group, Inc. (Fair Oaks Ranch TX)

UT

12/09/2021 - 07/11/2024

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

TX

05/14/2021 - 11/12/2021

MONEY CONCEPTS CAPITAL CORP (San Antonio TX)

TX

06/15/2020 - 05/11/2021

ROYAL ALLIANCE ASSOCIATES, INC. (SAN ANTONIO TX)

TX

10/30/2019 - 04/06/2020

VICTORY CAPITAL SERVICES, INC. (San Antonio TX)

TX

05/22/2019 - 09/10/2019

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 02/23/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/07/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesus Ramon.
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