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Jonathan Harris Oflynn

Capital Client Group, Inc.

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About Jonathan Harris Oflynn

Jonathan Harris Oflynn is a financial advisor with Capital Client Group, Inc. based in LOS ANGELES, CA. Jonathan has been in the financial industry since October 1999. Jonathan holds the following licenses and certifications: Series 66, Series 26, SIE, and Series 7. Jonathan is registered in Massachusetts. Prior to joining Capital Client Group, Inc. Jonathan was employed by LORD ABBETT DISTRIBUTOR LLC, PIONEER FUNDS DISTRIBUTOR, INC., and ON-SITE TRADING, INC..

Firm Information

Jonathan Oflynn 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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Jonathan Oflynn’s Registration & Firm History

CA

09/11/2008 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NJ

01/31/2003 - 08/28/2008

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

MA

04/26/2000 - 01/27/2003

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

NY

10/29/1997 - 06/08/1998

ON-SITE TRADING, INC. (GREAT NECK NY)

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Licenses & Designations

BOTH

Issued 06/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/17/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Harris Oflynn.
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