Jason Uberti is a CFP-designated registered investment advisor at Capital Client Group, INC., based in Santa Monica, CA, with 23 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
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.Broker
Capital Client Group, INC.
Previous Registrations
Prudential Annuities Distributors, INCBroker
American Skandia Marketing, INC.Broker
State Registrations1 state
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