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Jate'via Danise Bailey

Investment adviser representative at Capital Client Group, Inc.
9 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

9 years in the industry.

  1. Capital Client Group, Inc.Aug 2025 to now
  2. Capital Group / Capital Client Group, Inc.Sep 2024 to now
  3. UnemployedMay 2024 to Sep 2024
  4. Innosource Inc.May 2023 to Aug 2023
  5. Ross Dress for LessJun 2022 to Aug 2022
  6. Ou Housing and Food ServicesFeb 2022 to May 2024
  7. University of OklahomaAug 2020 to May 2024
  8. SonicJun 2019 to May 2021
  9. UnemployedJan 2015 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7980421
Firm CRD
6247
Advisor's SEC record (opens in a new tab)
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