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Jonathan Thomas Plance

Capital Client Group, Inc.

Los Angeles, CA

Lee's Summit, MO

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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
MO RA APPROVED 2026-01-16
CA RA APPROVED 2025-12-17
RI RA APPROVED 2025-12-17
  • MO RA
    APPROVED
    Since 2026-01-16
  • CA RA
    APPROVED
    Since 2025-12-17
  • RI RA
    APPROVED
    Since 2025-12-17

Branch Locations

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

Lee's Summit, MO • 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
Td Ameritrade, Inc. / Td Ameritrade Inv. Mgmt, Llc Omaha NE 05/2017 07/2019
La Casa Pizza Omaha NE 12/2015 05/2017
Pacific Life Ins. Co. / Pacific Select Distrib., Llc Newport Beach CA 07/2019 08/2025
Capital Group / Capital Client Group, Inc. Los Angeles CA 09/2025 Present
University Of Nebraska Omaha NE 08/2015 05/2018
  • 05/2017 → 07/2019
    Td Ameritrade, Inc. / Td Ameritrade Inv. Mgmt, Llc
    Omaha, NE
  • 12/2015 → 05/2017
    La Casa Pizza
    Omaha, NE
  • 07/2019 → 08/2025
    Pacific Life Ins. Co. / Pacific Select Distrib., Llc
    Newport Beach, CA
  • 09/2025 → Present
    Capital Group / Capital Client Group, Inc.
    Los Angeles, CA
  • 08/2015 → 05/2018
    University Of Nebraska
    Omaha, NE
Previous Registrations
  • 2018-12-03 → 2019-07-29
    Td Ameritrade, Inc.
    Omaha, NE
  • 2018-11-30 → 2019-07-29
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-17
S63 Uniform Securities Agent State Law Examination 2018-08-30
  • S66 Uniform Combined State Law Examination
    2025-12-17
  • S63 Uniform Securities Agent State Law Examination
    2018-08-30
Other Names
  • Jonathan Thomas Plance
  • Jonathan Plance

View on SEC IAPD

Other Firms

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GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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