James Gregory Garrett
Investment adviser representative at Capital Client Group, Inc.
24 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
Are you James Gregory Garrett? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
24 years in the industry.
- Capital Client Group, Inc.Aug 2024 to now
- Capital Group / Capital Client Group, Inc.Jan 2002 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2428697
- Firm CRD
- 6247