Jeffrey Richard Rezza
Investment adviser representative at Capital Group Private Client Services, Inc.
15 yearsExperience
5 statesRegistered in
$48.4BFirm assets
5 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.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Capital Group Private Client Services, Inc.Aug 2026 to now
- Capital Group / Capital Group Private Client Services, Inc.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Mar 2011 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 5 states (CA, IL, NV, NY, TX).
Capital Group Private Client Services, Inc.
$48.4BAssets managed
9,843Clients
105Advisers
5 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
- 2735876
- Firm CRD
- 312837