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Jon Thomas Boldt

Capital Client Group, Inc.

Overland Park, KS

Los Angeles, CA

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Current Employers
Capital Client Group, Inc.

333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-12-08
  • CA RA
    APPROVED
    Since 2018-12-08

Branch Locations

Overland Park, KS • United States

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ivy Distributors Inc. Overland Park KS 10/2006 07/2018
American Funds Los Angeles CA 07/2018 01/2021
Capital Group / American Funds Distributors, Inc. Los Angeles CA 01/2021 01/2025
Capital Group / Capital Client Group, Inc. Los Angeles CA 01/2025 Present
  • 10/2006 → 07/2018
    Ivy Distributors Inc.
    Overland Park, KS
  • 07/2018 → 01/2021
    American Funds
    Los Angeles, CA
  • 01/2021 → 01/2025
    Capital Group / American Funds Distributors, Inc.
    Los Angeles, CA
  • 01/2025 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-08
S63 Uniform Securities Agent State Law Examination 2014-08-29
  • S65 Uniform Investment Adviser Law Examination
    2018-12-08
  • S63 Uniform Securities Agent State Law Examination
    2014-08-29

View on SEC IAPD

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