Janis M. Inscho

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CRD#: 2113613

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Janis Maurine Inscho, who also goes by Jan Inscho, Janis Inscho Passler, was a registered financial professional .

Janis is a previously registered financial professional and started their career in finance in 1991. Janis had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jan Inscho | Janis Inscho Passler

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 1, 2021 - July 17, 2023

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

RIA

CRD#: 312837

LOS ANGELES, CA

Past

January 19, 2016 - July 1, 2021

CAPITAL BANK AND TRUST COMPANY

RIA

CRD#: 170017

New York, NY

Past

August 6, 2009 - January 19, 2016

CAPITAL GUARDIAN TRUST COMPANY

RIA

CRD#: 108236

NEW YORK, NY

Past

June 19, 1991 - March 27, 2000

LAZARD FRERES & CO. LLC

CRD#: 2528

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CAPITAL GROUP PRIVATE CLIENT SERVICES | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CRD#: 312837 / SEC#: 801-121267

RIA

Registered Investment Advisory firm - (5/20/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1991

General Securities Representative Examination

Current Firm

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CAPITAL GROUP PRIVATE CLIENT SERVICES | CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CRD#: 312837 / SEC#: 801-121267

RIA

Registered Investment Advisory firm - (5/20/2021 Approved)

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Contact information

Main Address

333 South Hope Street, Los Angeles, CA 90071

Mailing Address

Phone number

(213) 486-9200

Established

Firm type

Fiscal year end

# of Employees

189

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CGPCS ADV PART 2A (9/26/2025)

Regulatory assets under management

Total Number of Accounts	12,073
AUM (Assets Under Management)	$ 42,713,999,861

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2024	Cover Page	Report
07/28/2023	Cover Page	Report
10/26/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Janis M. Inscho

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

CAPITAL BANK AND TRUST COMPANY

CAPITAL GUARDIAN TRUST COMPANY

LAZARD FRERES & CO. LLC

Primary Firm SEC Registration

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/1991

Series 63

Date: 10/24/1991

Series 7

Date: 6/18/1991

Current Firm

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

TRUST BUT VERIFY

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