Jesus Ramon
Jesus Ramon is a registered investment advisor at Capital Client Group, INC., based in Fair Oaks Ranch, TX, with 6 years of industry experience. Jesus 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
Fair Oaks Ranch, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesus works as a bookkeeper for Aria Law, a firm specializing in estate planning, trusts, and wills, owned by his spouse. He spends a few hours per week on bookkeeping, billing, and payroll tasks, without client interaction or investment guidance.
Employment History
Current Registrations
Capital Client Group, INC.Broker
Capital Client Group, INC.
Capital Client Group, INC.
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Money Concepts Capital CORPBroker
Royal Alliance Associates, INC.Broker
Victory Capital Services, INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations4 states
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.