JA
CFP
JA
CFP

Jason Abosch

22 Years of Experience
Baltimore, MD
Broker

Jason Abosch is a CFP-designated registered investment advisor at Capital Client Group, INC., based in Baltimore, MD, with 22 years of industry experience. Jason 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

Baltimore, MD

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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.
March 2025 - Present · 1 yr 2 mos
Capital Client Group, INC.
March 2025 - Present · 1 yr 2 mos
Capital Client Group, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
T. Rowe Price Associates, INC.
October 2020 - February 2025 · 4 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
June 2020 - February 2025 · 4 yrs 8 mos
MML Investors Services, LLC
June 2002 - August 2015 · 13 yrs 2 mos
MML Investors Services, LLCBroker
August 1998 - August 2015 · 17 yrs
State Registrations7 states
ILINKYMDMNOHTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.