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Jamie Adly Claypool

Capital Client Group, Inc.

Pasadena, CA

Los Angeles, CA

CRD 6175370

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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
CA RA APPROVED 2015-01-30
  • CA RA
    APPROVED
    Since 2015-01-30

Branch Locations

Pasadena, CA • United States

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • 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 02/2016 01/2017
American Funds Los Angeles CA 01/2017 04/2021
American Funds Los Angeles CA 04/2021 02/2024
Capital Group / Capital Client Group, Inc. Los Angeles CA 02/2024 01/2025
Capital Group / Capital Client Group, Inc. Los Angeles CA 01/2025 Present
  • 02/2016 → 01/2017
    American Funds
    Los Angeles, CA
  • 01/2017 → 04/2021
    American Funds
    Los Angeles, CA
  • 04/2021 → 02/2024
    American Funds
    Los Angeles, CA
  • 02/2024 → 01/2025
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 01/2025 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-03-10
  • S63 Uniform Securities Agent State Law Examination
    2017-03-10
Designations
  • Chartered Financial Analyst
Other Names
  • Jamie Adly Castrejon

View on SEC IAPD

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