JG
JG

Jameson Greenstone

26 Years of Experience
Los Angeles, CA
Broker

Jameson Greenstone is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 26 years of industry experience. Jameson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
May 2014 - Present · 12 yrs 2 mos
Capital Client Group, INC.
May 2014 - Present · 12 yrs 2 mos
Capital Client Group, INC.Broker
May 2014 - Present · 12 yrs 2 mos
Previous Registrations
Dws Investments Distributors, INCBroker
March 2010 - April 2014 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - February 2010 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - February 2010 · 4 mos
Banc of America Investment Services, INC.
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.Broker
December 2008 - October 2009 · 10 mos
Columbia Management Distributors, INC.Broker
August 2005 - December 2008 · 3 yrs 4 mos
Columbia Management Advisors, LLC
January 2005 - December 2008 · 3 yrs 11 mos
Bacap Distributors, LLCBroker
November 2004 - August 2005 · 9 mos
Bacap Distributors, LLC
November 2004 - January 2005 · 2 mos
UBS Financial Services INC.
January 2004 - June 2004 · 5 mos
UBS Financial Services INC.
April 1999 - December 2003 · 4 yrs 8 mos
UBS Financial Services INC.Broker
March 1999 - June 2004 · 5 yrs 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.