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Jordan Hoffman Brown

Capital Client Group, Inc.

Carmel, IN

Indianapolis, IN

San Antonio, TX

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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
IN RA APPROVED 2021-03-08
  • IN RA
    APPROVED
    Since 2021-03-08

Branch Locations

12711 N. Meridian Street, Carmel, IN 46032 • United States

Indianapolis, IN • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • 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
Capital Group Companies - American Funds Carmel IN 08/2020 01/2022
Unemployed Carmel IN 05/2020 08/2020
Indiana University Bloomington IN 08/2016 05/2020
Cohoat & O'NEal Management Group Corp. Fishers IN 05/2019 04/2020
Allisonville Nursery Fishers IN 06/2018 08/2018
Kelley Outfitters Store Bloomington IN 08/2017 06/2018
Capital Group Companies - American Funds Carmel IN 01/2022 Present
  • 08/2020 → 01/2022
    Capital Group Companies - American Funds
    Carmel, IN
  • 05/2020 → 08/2020
    Unemployed
    Carmel, IN
  • 08/2016 → 05/2020
    Indiana University
    Bloomington, IN
  • 05/2019 → 04/2020
    Cohoat & O'NEal Management Group Corp.
    Fishers, IN
  • 06/2018 → 08/2018
    Allisonville Nursery
    Fishers, IN
  • 08/2017 → 06/2018
    Kelley Outfitters Store
    Bloomington, IN
  • 01/2022 → Present
    Capital Group Companies - American Funds
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-06
  • S66 Uniform Combined State Law Examination
    2021-03-06

View on SEC IAPD

Other Firms

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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