Joshua Jake Gallion
Investment adviser representative at Capital Client Group, Inc.
12 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
12 years in the industry.
- Capital Group/capital Client Group, Inc.Aug 2026 to now
- Capital Client Group, Inc.Jul 2013 to now
- American FundsApr 2014 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5619979
- Firm CRD
- 6247