Jonathan Thomas Plance

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

• 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

• 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