JH
JH

Jeffrey Hunkins

21 Years of Experience
Los Angeles, CA
Broker

Jeffrey Hunkins is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 21 years of industry experience. Jeffrey 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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Other Business Activities

Jeffrey is a minority owner in JEFF AND GEORGE LLC, a holding company for a rental property, since 2006, but spends no time working for the company. He also owns Sherman Oak, LLC, a holding company for a property he is buying, since 2021, and spends no time on it.

Employment History
Current Registrations
Capital Client Group, INC.
April 2013 - Present · 13 yrs 3 mos
Capital Client Group, INC.
August 2011 - Present · 14 yrs 11 mos
Capital Client Group, INC.Broker
August 2011 - Present · 14 yrs 11 mos
Previous Registrations
Stancorp Investment Advisers, INC.
May 2008 - July 2011 · 3 yrs 2 mos
Stancorp Equities, INC.Broker
January 2008 - July 2011 · 3 yrs 6 mos
Columbia Financial Center IncorporatedBroker
December 2001 - January 2005 · 3 yrs 1 mo
State Registrations4 states
AKCAORWA
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.
Jeffrey Hunkins - Financial Advisor | TrueAdvisor