Colton James Herrmann
Investment adviser representative at Capital Client Group, Inc.
10 yearsExperience
2 statesRegistered 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.
- Capital Client Group, Inc.Aug 2025 to now
- Capital Group / Capital Client Group, Inc.Jul 2025 to now
- Jackson National Life DistributorsMay 2021 to Jul 2025
- Upper CrustAug 2019 to Mar 2020
- Lotsa PizzaOct 2018 to Apr 2019
- Florida State UniversityAug 2017 to Jul 2021
- Jeresy MikesMay 2017 to Jul 2017
- Annie Rue CollectionsApr 2016 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7392568
- Firm CRD
- 6247