James Ryan Orth
Investment adviser representative at Capital Client Group, Inc.
10 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
10 years in the industry.
- Capital Client Group, Inc.Aug 2024 to now
- Capital Group / American Funds Distributors, Inc.Jun 2022 to Aug 2024
- Ameriprise Financial Services, Inc. / Kuttin Wealth ManagementJul 2020 to May 2022
- Skillrud & Associates / Ameriprise Financial Services, Inc.Nov 2019 to Jul 2020
- Capital Strategies / Mass MutualJun 2019 to Sep 2019
- AXA Equitable Life Insurance Co. / AXA Advisors, LLCAug 2018 to Jun 2019
- UnemployedMay 2018 to Aug 2018
- Ameriprise Financial Services, Inc.May 2016 to Apr 2018
- The College for Financial Planning - KaplanJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6347396
- Firm CRD
- 6247