Jason Andrew Uberti
Investment adviser representative at Capital Client Group, Inc.
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
20 years in the industry.
- Capital Client Group, Inc.Nov 2024 to now
- American FundsApr 2017 to now
- UnemployedNov 2016 to Apr 2017
- PrudentialJul 2006 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4180614
- Firm CRD
- 6247