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John Joseph Metelski

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. Capital Client Group, Inc.May 2026 to now
  2. Capital Group / Capital Client Group, Inc.May 2026 to now
  3. Morgan StanleySep 2023 to Apr 2026
  4. JPMorgan ChaseJul 2023 to Sep 2023
  5. First Republic BankJan 2023 to Jun 2023
  6. Bessemer TrustMar 2017 to Jan 2023
  7. Eze Software GroupSep 2015 to Mar 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
6489070
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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