Jack William Swingle
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.Apr 2025 to now
- Capital Group / Capital Client Group, Inc.Apr 2025 to now
- Russell Investments / Russell Investments Financial Svcs., LLCFeb 2022 to Apr 2025
- Sammons Financial Network LLCJul 2020 to Feb 2022
- Compass Financial ServicesJan 2020 to Jun 2020
- Sammons Retirement SolutionsMay 2019 to Aug 2019
- Enterprise Rent-a-carMay 2018 to Mar 2020
- Drake UniversityJan 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
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
- 7215872
- Firm CRD
- 6247