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Jacob Ronald Keehn

Capital Client Group, Inc.

Los Angeles , CA

Los Angeles, CA

San Antonio, TX

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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 2026-07-14
  • CA RA
    APPROVED
    Since 2026-07-14

Branch Locations

Los Angeles , CA • United States

400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States

3500 Wiseman Blvd, San Antonio, TX 78251-4321 • 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 Carmel IN 04/2017 01/2021
Flexible Plan Investments Bloomfield Hills MI 07/2016 03/2017
American Funds Carmel IN 01/2021 04/2024
Capital Group / Capital Client Group, Inc. Los Angeles CA 04/2024 Present
  • 04/2017 → 01/2021
    American Funds
    Carmel, IN
  • 07/2016 → 03/2017
    Flexible Plan Investments
    Bloomfield Hills, MI
  • 01/2021 → 04/2024
    American Funds
    Carmel, IN
  • 04/2024 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles , CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-09-01
S63 Uniform Securities Agent State Law Examination 2017-06-02
  • S65 Uniform Investment Adviser Law Examination
    2017-09-01
  • S63 Uniform Securities Agent State Law Examination
    2017-06-02
Other Names
  • Jake Keehn

View on SEC IAPD

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