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Jonathon Steven Forcheskie

Capital Client Group, Inc.

Los Angeles, CA

Mechanicsburg, PA

CRD 6795709

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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
PA RA APPROVED 2026-01-22
CA RA APPROVED 2026-01-15
  • PA RA
    APPROVED
    Since 2026-01-22
  • CA RA
    APPROVED
    Since 2026-01-15

Branch Locations

333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States

Mechanicsburg, PA • 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
Vanguard/Vanguard Mktg Corp. Malvern PA 05/2017 08/2018
Central Credit Audit/Statewide Tax Recovery Sunbury PA 05/2016 12/2016
Bloomsburg University Bloomsburg PA 08/2012 12/2016
Rbc Wealth Management/ Rbc Capital Markets, Llc Conshohocken PA 08/2018 10/2019
Copeland Cap. Mgmt/Vigilant Distrib., Llc/Northern Lights Conshohocken PA 10/2019 12/2025
Capital Group / Capital Client Group, Inc. Los Angeles CA 01/2026 Present
Unemployed Millmont PA 12/2016 05/2017
  • 05/2017 → 08/2018
    Vanguard/Vanguard Mktg Corp.
    Malvern, PA
  • 05/2016 → 12/2016
    Central Credit Audit/Statewide Tax Recovery
    Sunbury, PA
  • 08/2012 → 12/2016
    Bloomsburg University
    Bloomsburg, PA
  • 08/2018 → 10/2019
    Rbc Wealth Management/ Rbc Capital Markets, Llc
    Conshohocken, PA
  • 10/2019 → 12/2025
    Copeland Cap. Mgmt/Vigilant Distrib., Llc/Northern Lights
    Conshohocken, PA
  • 01/2026 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 12/2016 → 05/2017
    Unemployed
    Millmont, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-22
S63 Uniform Securities Agent State Law Examination 2017-07-31
  • S66 Uniform Combined State Law Examination
    2019-01-22
  • S63 Uniform Securities Agent State Law Examination
    2017-07-31
Other Names
  • Jon Steven Forcheskie
  • Jonathan Forcheskie
  • Jonathon Forcheskie

View on SEC IAPD

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