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Justin Naim Wang

Investment adviser representative at Capital Client Group, Inc.
10 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

10 years in the industry.

  1. Capital Client Group, Inc.Feb 2023 to now
  2. Capital Group - American Funds Distributors, Inc.Jan 2023 to now
  3. American FundsDec 2019 to Jan 2023
  4. UnemployedSep 2019 to Dec 2019
  5. Alliance BernsteinJan 2019 to Sep 2019
  6. ReiMar 2018 to Aug 2018
  7. Transworld Business AdvisorsFeb 2017 to Dec 2018
  8. Kanani Advisory GroupJul 2016 to Dec 2016
  9. Cal State Fullerton Univ.Jan 2016 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2020

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
7090210
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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