Natalie Delores Wright

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 12/2016
  Wells Fargo Advisors Llc
  Westfield, NJ
• 12/2016 → 03/2020
  New York Life Insurance Company
  New York, NY
• 04/2020 → 01/2021
  Capital Group / American Funds
  Carmel, IN
• 01/2021 → 08/2023
  American Funds
  Carmel, IN
• 08/2023 → 05/2024
  American Funds
  Carmel, IN
• 05/2024 → Present
  American Funds
  Carmel, IN
• 04/2025 → 04/2025
  Viaquest
  Indianapolis, IN
• 04/2025 → 06/2025
  Home Instead
  Suite 400, IN

Previous Registrations

• 2016-12-21 → 2020-03-27
  New York Life Investment Management Llc
  New York, NY
• 2016-10-03 → 2016-12-13
  Wells Fargo Clearing Services, Llc
  Westfield, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-10-01

Other Names

• Natalie D Jeanpierre
• Natalie Delores Wright
• Natalie Delores Jeanpierre