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Jameson Ryan Greenstone

Capital Client Group, Inc.

Los Angeles, CA

Hermosa Beach, 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 2014-05-09
  • CA RA
    APPROVED
    Since 2014-05-09

Branch Locations

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

Hermosa Beach, CA • 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
American Funds Los Angeles CA 12/2015 01/2021
American Funds Los Angeles CA 01/2021 Present
  • 12/2015 → 01/2021
    American Funds
    Los Angeles, CA
  • 01/2021 → Present
    American Funds
    Los Angeles, CA
Previous Registrations
  • 2009-10-23 → 2010-02-18
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 2009-01-05 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Newport Beach, CA
    Costa Mesa, CA
    Boston, MA
    Chesterfield, MO
    Boston, MA
    Newport Beach, CA
  • 2005-01-20 → 2008-12-31
    Bofa Advisors, Llc
    Los Angeles, CA
    Costa Mesa, CA
  • 2004-11-02 → 2005-01-20
    Bacap Distributors, Llc
    Los Angeles, CA
  • 1999-04-19 → 2004-06-24
    Ubs Financial Services Inc.
    Beverly Hills, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-03-22
S65 Uniform Investment Adviser Law Examination 1997-10-22
  • S63 Uniform Securities Agent State Law Examination
    1999-03-22
  • S65 Uniform Investment Adviser Law Examination
    1997-10-22

View on SEC IAPD

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Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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