Jesus Ramon

Employer firm

Capital Client Group, Inc. CRD 6247

Reported services (Item 5G)

• RECOMMENDING AFFILIATE AS INVESTMENT ADVISER OF SMA ASSETS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 08/2019
  Guerrero Certified Public Accountant
  San Antonio, TX
• 04/2007 → 08/2019
  Chase Bank / J.P. Morgan Securities Llc
  San Antonio, TX
• 07/2019 → 07/2019
  Heb Grocery Store
  San Antonio, TX
• 09/2019 → 04/2020
  Victory Capital / Victory Capital Advisers, Inc.
  San Antonio, TX
• 07/2019 → 11/2021
  Uber
  San Antonio, TX
• 11/2019 → 06/2021
  Shipt
  San Antonio, TX
• 05/2020 → 05/2021
  Cuellar And Associates / Royal Alliance Associates, Inc.
  San Antonio, TX
• 02/2021 → 11/2021
  J11 Financial, Llc / Money Concepts Capital Corp.
  Fair Oaks Ranch, TX
• 11/2021 → 07/2024
  Fidelity Investments / Fidelity Brokerage Services, Llc
  Fair Oaks Ranch, TX
• 07/2024 → Present
  Capital Group / Capital Client Group, Inc.
  San Antonio, TX
• 08/2012 → 12/2016
  University Of Texas At San Antonio
  San Antonio, TX
• 11/2023 → Present
  Aria Law Pllc
  Fair Oaks Ranch, TX
• 07/2025 → Present
  Rf Partnership
  Fair Oaks Ranch, TX

Previous Registrations

• 2022-02-28 → 2024-07-11
  Fidelity Personal And Workplace Advisors
  Fair Oaks Ranch, TX

Other Businesses

1. ARIA LAW POSITION: Bookkeeper NATURE: This is a law firm. Mainly doing estate planning, trusts and wills. My spouse is the owner. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: San Antonio TX 78257, United States DESCRIPTION: I help her deposit checks and do her bookkeeping for billing and payroll purposes. I do not speak to clients or give any investment guidance. 2. RF PARTNERSHIP POSITION: Partner NATURE: My wife and I created a partnership so we can employ our minor daughter's. For this to be done legally, my wife and I had to be partner's/owners of the business. My daughter's will be compensated by working on administrative items and social media posts for my wife's Law Firm. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2025 ADDRESS: Oaks Ranch TX 78015, United States DESCRIPTION: I will assist in mostly bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2022-02-23
• S63 Uniform Securities Agent State Law Examination
  2019-05-07

Other Names

• Jesus Luna