Jerry Russell Berg
Investment adviser representative at Capital Client Group, Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Diocese of NashvilleJul 2026 to now
- Capital Client Group, Inc.Nov 2015 to now
- Capital Group / Capital Client Group, Inc.Feb 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TN).
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
- 4809213
- Firm CRD
- 6247