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Jill Mineko Boudreau

Capital Client Group, Inc.

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About Jill Mineko Boudreau

Jill Mineko Boudreau is a financial advisor at Capital Client Group, Inc. Jill has been working in the financial industry since 1998. Jill holds the Series 6, 7, and 63 licenses, and the SIE exam. Jill is licensed in multiple states, including Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Kentucky, Massachusetts, Minnesota, Missouri, Montana, New York, North Carolina, Pennsylvania, Texas, Washington, and Wisconsin. Jill is registered as a Registered Representative and Investment Advisor Representative with Capital Client Group, Inc. Jill is also a limited partner in Robert Tsukuda Family Limited Partnership and Tsukuda Enterprises.

Firm Information

Jill Boudreau 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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Jill Boudreau’s Registration & Firm History

CA

04/25/2013 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

MA

05/01/2010 - 06/12/2012

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

03/11/2008 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

01/09/1998 - 03/16/2007

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

02/19/1997 - 01/22/1998

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

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Licenses & Designations

BC

Issued 01/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Mineko Boudreau.
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