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Joseph Byron Dowd

Investment adviser representative at Capital Client Group, Inc.
12 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

12 years in the industry.

  1. Capital Group / Capital Client Group, Inc.May 2025 to now
  2. Capital Client Group, Inc.Aug 2018 to now
  3. Capital Group / American Funds Distributors, Inc.Oct 2022 to May 2025
  4. Capital Group CompaniesJan 2017 to Oct 2022
  5. Merrill LynchSep 2014 to Jan 2017
  6. University of Southern CaliforniaAug 2014 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2010

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
5785185
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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