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Jamie Andrew Schoppe

Investment adviser representative at Capital Client Group, Inc.
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. EbayAug 2025 to now
  2. Capital Group - Capital Client Group, Inc.Jan 2024 to now
  3. Capital Client Group, Inc.Dec 2021 to now
  4. Capital Group - American Funds Distributors, Inc.Apr 2022 to Jan 2024
  5. American FundsJun 2015 to Apr 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
5345489
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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