Shirley Ecklund
Investment adviser representative at Capital Client Group, Inc.
26 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Experience
26 years in the industry.
- Capital Client Group, Inc.Mar 2026 to now
- Capital Group / Capital Client Group, Inc.Oct 2021 to now
- JPMorgan Asset ManagementJul 2000 to Oct 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
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
- 2926482
- Firm CRD
- 6247