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Paul Jason Brewer

Capital Client Group, Inc.

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About Paul Jason Brewer

Paul Brewer is a financial advisor registered with Capital Client Group, Inc. Paul has been in the financial industry since January 4, 2004. Paul has passed the Series 63, 66, 7, 9, 10 and SIE exams. Paul previously worked for LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC., CHASE INVESTMENT SERVICES CORP., VALIC FINANCIAL ADVISORS, INC. and CHARLES SCHWAB & CO., INC.

Firm Information

Paul Brewer 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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Paul Brewer’s Registration & Firm History

IN

02/09/2017 - Present

Capital Client Group, Inc. (CARMEL IN)

IN

05/14/2015 - 12/13/2016

LPL FINANCIAL LLC (VALPARAISO IN)

IN

06/02/2006 - 05/28/2013

CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)

IL

09/19/2005 - 03/06/2006

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

TX

04/20/2004 - 04/26/2005

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

01/30/2000 - 12/31/2002

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

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Licenses & Designations

BOTH

Issued 07/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/19/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Jason Brewer.
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