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Jeremiah Matthew Loren

Capital Client Group, Inc.

Carmel, IN

Carmel, IN

CRD 4944472

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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:

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 2019-03-01
  • IN RA
    APPROVED
    Since 2019-03-01

Branch Locations

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

Carmel, IN • 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
Jp Morgan Chase Carmel IN 03/2005 11/2018
American Funds Carmel IN 12/2018 04/2020
American Funds Carmel IN 04/2020 01/2021
American Funds Carmel IN 01/2021 03/2025
Capital Client Group, Inc Carmel IN 03/2025 Present
  • 03/2005 → 11/2018
    Jp Morgan Chase
    Carmel, IN
  • 12/2018 → 04/2020
    American Funds
    Carmel, IN
  • 04/2020 → 01/2021
    American Funds
    Carmel, IN
  • 01/2021 → 03/2025
    American Funds
    Carmel, IN
  • 03/2025 → Present
    Capital Client Group, Inc
    Carmel, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-01
S63 Uniform Securities Agent State Law Examination 2016-08-18
  • S65 Uniform Investment Adviser Law Examination
    2019-03-01
  • S63 Uniform Securities Agent State Law Examination
    2016-08-18
Other Names
  • Jeremiah M Loren

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

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