Jesse G. Dogillo
MCCLURG CAPITAL
Sunnyvale, CA 94089
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CRD#: 1006045
Professional summary
Jesse Gerard Dogillo JR, CFP®, ChFC®, CLU®, who also goes by Jesse Gerard Dogillo, is a registered financial advisor currently at MCCLURG CAPITAL CORPORATION located in Sunnyvale, California.
Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Jesse has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jesse Gerard Dogillo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
California Department of Insurance Curriculum Board 300 Capitol Mall, 17th Floor Sacramento CA 95814 Oversees the development of pre-licensing and CE curriculum for agents/brokers and standards for educational providers. Volunteering as member of the Board beginning 07/20/2023 2-3 hours per month during the day. Not investment related. San Francisco Bay Area Health Plans 102 Persian Dr. Sunnyvale CA 94089 Agent/broker website providing health insurance sales and quotes. Licensed as agent since 1979. Not investment related. Compensation from commissions of policy sales $1000 per year 2 hours per month day/night Pacific Wide Lending 7041 Koll Center Pkwy Suite 270 Pleasanton CA 94566 Loan agent originating mortgage loans since 2003 Compensation from mortgage loans $5000 per year 2-3 hours per month day/night. Not investment related. NAIFA - National Association of Insurance and Financial Advisors 1000 Wilson Blvd., Suite 1890 Arlington VA 22209 Professional association-Advocacy, professional development Beginning 01/01/24 as National Board Trustee This is a volunteer position, no compensation 2-4 hours per month during the date. Not investment related. Office of Financial Readiness-Department of Defense Contractor Magellan Fund, Subcontractor MSA Moffet Federal Airfield Moffet CA Personal Financial Counselor Providing no cost financial counseling services for all active duty National Guard and reserve service member, families, and survivors. Not investment related. Salary $93,000 annually 30 hours per week.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Gerard Dogillo JR's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jesse Gerard Dogillo JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
August 8, 2024 - Present
MCCLURG CAPITAL CORPORATION
Office #1: 102 Persian Drive Suite 204, Sunnyvale, CA 94089RIA
BD
CRD#: 16798
Sunnyvale, CA
Current
July 31, 1996 - Present
MCCLURG CAPITAL CORPORATION
Office #1: 102 Persian Drive Suite 204, Sunnyvale, CA 94089RIA
BD
CRD#: 16798
Sunnyvale, CA
Past
October 12, 1989 - January 4, 1996
CURTIS FINANCIAL SECURITIES CORPORATION
BD
CRD#: 25059
Past
May 9, 1988 - November 15, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
April 22, 1988 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BD
CRD#: 10293
Past
April 22, 1988 - May 5, 1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
April 22, 1988 - May 5, 1995
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
August 24, 1983 - April 30, 1988
ARM SECURITIES CORPORATION
BD
CRD#: 932
Past
October 20, 1982 - July 1, 1983
PETERSON, DIEHL & COMPANY, INC.
BD
CRD#: 7629
Past
March 30, 1982 - June 5, 1982
WORLD CAPITAL BROKERAGE, INC.
BD
CRD#: 37
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/31/1996)
IAR
California(8/8/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MC
MCCLURG CAPITAL CORPORATION
MCCLRUG CAPITAL CORPORATION | SMITH BELLINGHAM SECURITIES CORPORATION | MCCLURG CAPITAL CORPORATION
CRD#: 16798 / SEC#: , 8-34473
California
Registered Investment Advisory firm - SEC (12/11/2001 Approved)BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information
Main Address
950 Northgate Drive-suite 301, San Rafael, CA 94903-3436
Mailing Address
950 Northgate Drive, Suite 301, San Rafael, CA 94903
Phone number
(415) 472-1445
Established
California since 06/25/1985
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
6
FINRA licenses (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 83,283,986 |
Red Flags
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Company Information
MCCLURG CAPITAL CORPORATION
CRD#: 16798Sunnyvale, CA 94089TRUST BUT VERIFY
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