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Catherine Jane Layton

Capital Group Private Client Services, Inc.

San Francisco, CA

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Current Employers
Capital Group Private Client Services, Inc.

333 South Hope Street, Los Angeles, CA 90071 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-03
NV RA APPROVED 2026-01-28
IL RA APPROVED 2026-01-27
NY RA APPROVED 2026-01-27
TX RA APPROVED 2026-01-27
CA RA APPROVED 2026-01-26
  • GA RA
    APPROVED
    Since 2026-03-03
  • NV RA
    APPROVED
    Since 2026-01-28
  • IL RA
    APPROVED
    Since 2026-01-27
  • NY RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-26

Branch Locations

Steuart Tower, 1 Market St., Suite 1800, San Francisco, CA 94105 • 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 / Capital Group Private Client Services, Inc. San Francisco CA 12/2024 Present
Eckhoff & Co. San Rafael CA 01/2018 11/2019
Creative Circle Los Angeles CA 12/2019 06/2020
Schurig Center For Brain Injury Recovery Larkspur CA 04/2021 11/2024
Litman Gregory Asset Management, Llc Larkspur CA 01/2002 04/2017
24 Seven New York NY 09/2020 05/2021
Unemployed Greenbrae CA 04/2017 01/2018
  • 12/2024 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    San Francisco, CA
  • 01/2018 → 11/2019
    Eckhoff & Co.
    San Rafael, CA
  • 12/2019 → 06/2020
    Creative Circle
    Los Angeles, CA
  • 04/2021 → 11/2024
    Schurig Center For Brain Injury Recovery
    Larkspur, CA
  • 01/2002 → 04/2017
    Litman Gregory Asset Management, Llc
    Larkspur, CA
  • 09/2020 → 05/2021
    24 Seven
    New York, NY
  • 04/2017 → 01/2018
    Unemployed
    Greenbrae, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-25
  • S65 Uniform Investment Adviser Law Examination
    2026-01-25
Other Names
  • Catherine Layton-Jimenez

View on SEC IAPD

Other Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
1SHARPE CAPITAL LLC
RBC SECURITIES, INC
STRATEGIC ADVISERS LLC
VALEAS CAPITAL PARTNERS
ZENTARA EXCHANGE LTD

Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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