Jeffrey Francis Greenwalt
Investment adviser representative at Capital Client Group, Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
15 years in the industry.
- Capital Client Group, Inc.Sep 2024 to now
- Capital Group / American Funds Distributors, Inc.Jun 2022 to Sep 2024
- Self Employed - Jf Greenwalt & Co.Jun 2021 to Jun 2022
- Charles Schwab Co.May 2011 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IN).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2286932
- Firm CRD
- 6247