Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Martinez is a registered representative with Capital Client Group, Inc. Jesus has over eight years of experience in the financial services industry. Jesus is a graduate of the University of Miami and holds the Series 7, Series 66, and Series 7TO licenses. Jesus is committed to providing clients with comprehensive financial planning services that are tailored to their individual needs.
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
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2
TX
05/06/2022 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
TX
01/17/2017 - 07/01/2020
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
FL
02/01/2016 - 10/18/2016
INSIGHT SECURITIES, INC. (CORAL GABLES FL)
FL
10/20/2014 - 01/26/2016
EDWARD JONES (TAVERNIER FL)
BOTH
Issued 11/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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