JV
JV

Joel Vanderweele

16 Years of Experience
Carmel, IN
Broker

Joel Vanderweele is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 16 years of industry experience. Joel 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

12711 N. Meridian Street, Carmel, IN, 46032

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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.
April 2013 - Present · 13 yrs 3 mos
Capital Client Group, INC.
January 2013 - Present · 13 yrs 6 mos
Capital Client Group, INC.Broker
January 2013 - Present · 13 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - November 2012 · 1 mo
J.P. Morgan Securities LLC
October 2012 - November 2012 · 1 mo
Chase Investment Services CORP.
May 2011 - October 2012 · 1 yr 5 mos
Chase Investment Services CORP.Broker
October 2009 - October 2012 · 3 yrs
MML Investors Services, INC.Broker
June 2009 - September 2009 · 3 mos
State Registrations14 states
CTILINKYMAMEMINHNJNYOHPARIWV
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.