JC
JC

Jared Coplen

5 Years of Experience
Carmel, IN
Broker

Jared Coplen is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 5 years of industry experience. Jared 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 2025 - Present · 1 yr 1 mo
Capital Client Group, INC.
February 2021 - Present · 5 yrs 3 mos
Capital Client Group, INC.Broker
February 2021 - Present · 5 yrs 3 mos
State Registrations32 states
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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.
Jared Coplen - Financial Advisor | TrueAdvisor