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Jody Lynn O'Dell

Capital Client Group, Inc.

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About Jody Lynn O'Dell

Jody Lynn O'Dell is a registered representative with Capital Client Group, Inc. Jody has been in the industry since 2003 and holds a variety of licenses and designations, including Series 7, Series 63, Series 66, and Series 26. Before joining Capital Client Group, Inc., Jody was a registered representative with ONEAMERICA SECURITIES, INC. Jody has also worked with NATCITY INVESTMENTS, INC., STATE FARM VP MANAGEMENT CORP., CONSECO EQUITY SALES, INC., and CHARLES SCHWAB & CO., INC.

Firm Information

Jody O'Dell 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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Jody O'Dell’s Registration & Firm History

IN

05/22/2014 - Present

Capital Client Group, Inc. (CARMEL IN)

IN

02/17/2005 - 11/23/2011

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

OH

12/16/2003 - 02/17/2005

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

IL

06/30/2003 - 12/09/2003

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IN

08/22/2001 - 04/22/2003

CONSECO EQUITY SALES, INC. (CARMEL IN)

TX

10/27/2000 - 07/05/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 09/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2023

Series 24 - General Securities Principal Examination

BC

Issued 11/14/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jody Lynn O'Dell.
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