Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dean Wilson is a registered investment advisor representative with Capital Client Group, Inc. Jonathan has been in the securities industry since March 28, 2017 and is registered in 53 states and the District of Columbia. Jonathan has passed the Series 6, Series 63, Series 65, and Series 26 examinations. Jonathan holds registrations in both broker-dealer and investment advisor capacities.
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
1
2
CA
09/11/2017 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IA
Issued 09/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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