Jonathan Wilson
Jonathan Wilson is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 8 years of industry experience. Jonathan 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
333 South Hope Street, 55th Floor, Los Angeles, CA, 90071-1447
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jonathan is the founder of INVI Mindhealth, Inc., a mental health business, since April 2022. He dedicates a few hours per week to this venture.
Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
State Registrations53 states
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