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Jacob Gerald Koellner

Capital Client Group, Inc.

Carmel, IN

San Antonio, TX

Carmel, IN

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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
IN RA APPROVED 2024-09-03
  • IN RA
    APPROVED
    Since 2024-09-03

Branch Locations

Carmel, IN • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • United States

12711 N. Meridian Street, Carmel, IN 46032 • 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
1St Source Bank South Bend IN 05/2022 08/2022
Juday Creek Golf Course Granger IN 06/2017 07/2023
Unemployed Granger IN 06/2014 06/2017
Charles Schwab & Co., Inc. Indianapolis IN 08/2023 06/2024
Indiana University Bloomington IN 11/2022 04/2023
Capital Group / Capital Client Group, Inc. Carmel IN 06/2024 06/2025
Indiana University Bloomington IN 08/2017 05/2023
Capital Group / Capital Client Group, Inc. Carmel IN 06/2025 Present
  • 05/2022 → 08/2022
    1St Source Bank
    South Bend, IN
  • 06/2017 → 07/2023
    Juday Creek Golf Course
    Granger, IN
  • 06/2014 → 06/2017
    Unemployed
    Granger, IN
  • 08/2023 → 06/2024
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 11/2022 → 04/2023
    Indiana University
    Bloomington, IN
  • 06/2024 → 06/2025
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
  • 08/2017 → 05/2023
    Indiana University
    Bloomington, IN
  • 06/2025 → Present
    Capital Group / Capital Client Group, Inc.
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-03
S63 Uniform Securities Agent State Law Examination 2024-03-14
  • S66 Uniform Combined State Law Examination
    2024-09-03
  • S63 Uniform Securities Agent State Law Examination
    2024-03-14
Other Names
  • Jake Koellner
  • Jacob Koellner

View on SEC IAPD

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