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Inactive

Jeffrey Richard Rezza

Capital Group Private Client Services, Inc.

Chicago , IL

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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
NV RA APPROVED 2026-08-14
IL RA APPROVED 2026-08-13
NY RA APPROVED 2026-08-13
TX RA APPROVED 2026-08-13
  • NV RA
    APPROVED
    Since 2026-08-14
  • IL RA
    APPROVED
    Since 2026-08-13
  • NY RA
    APPROVED
    Since 2026-08-13
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

444 W. Lake Street, Suite 4600, Chicago , IL 60606 • 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
Merrill Lynch, Pierce, Fenner & Smith, Inc. Chicago IL 03/2011 07/2026
Capital Group / Capital Group Private Client Services, Inc. Chicago IL 07/2026 Present
  • 03/2011 → 07/2026
    Merrill Lynch, Pierce, Fenner & Smith, Inc.
    Chicago, IL
  • 07/2026 → Present
    Capital Group / Capital Group Private Client Services, Inc.
    Chicago , IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-01
S63 Uniform Securities Agent State Law Examination 1998-03-13
  • S65 Uniform Investment Adviser Law Examination
    1999-04-01
  • S63 Uniform Securities Agent State Law Examination
    1998-03-13
Other Names
  • Jeffrey Rezza
  • Jeff Richard Rezza
  • Jeffrey R Rezza

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

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CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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