JL
Justin L. Linder
CAPITAL CLIENT GROUP
Carmel, IN
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CRD#: 5412617
JL
Professional summary
Justin Lawrence Linder, CIMA® is a registered financial advisor currently at CAPITAL CLIENT GROUP, INC. located in Carmel, Indiana.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Justin has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
TS2 COACHING POSITION: Endurance Coach NATURE: TS2 Coaching is a community of amateur endurance athletes across the country/ an endurance club. Athletes can be part of the TS2 community/ team but also join group events early mornings, weekends, etc. Within the community, there are coaches that people can pay to have (all coaches do this in their spare time), some coaches offer their coaching expertise for free or join group workouts and events and within those offer up triathlon or run advice to help someone get better or achieve their goals. Athletes can be from someone wanting to run their first 5k all the way to completing Ironman events on the top stage. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 13690 N Layton Mills Ct, Camby IN 46033, United States. DESCRIPTION: I decided to become a "coach" in January with the team I was/am an athlete on. My several years of experience and success within the running and triathlon community gave me an opportunity to help people improve, achieve their goals or learn how to enter into the sport(s). I do not charge for my services, most of the time I get asked for advice when we are doing our early morning 430a weekday workouts, our weekend bike and/or runs or the occasional phone call or text. I do get people who want to pay me and have declined payment so far... it is fun to just help people (adults and kids). After conversation with AJAA as well as a conversation with JIJS a couple weeks ago, it makes sense to include this on my OBA as I think I could see value if someone offers to pay, accept payment and at the end of each year, donate 100% of those proceeds to one of the charities or boards I am involved in to continue to multiply the community effect! The only 2 hours of devoted time I put are the aggregate of conversations outside of regular training I am already doing alongside people while I train for my own events.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Lawrence Linder's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Justin Lawrence Linder'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®
Experience
Current
November 25, 2013 - Present
CAPITAL CLIENT GROUP, INC.
Office #2: 12711 N. Meridian Street, Carmel, IN 46032RIA
BD
CRD#: 6247
Carmel, IN
Current
December 6, 2013 - Present
CAPITAL CLIENT GROUP, INC.
Office #1: 12711 N. Meridian Street, Carmel, IN 46032RIA
BD
CRD#: 6247
Carmel, IN
Past
June 1, 2011 - November 25, 2013
WEALTH MANAGEMENT PARTNERS LLC
RIA
CRD#: 133467
INDIANAPOLIS, IN
Past
November 23, 2010 - April 27, 2011
NEW ENGLAND SECURITIES
RIA
CRD#: 615
INDIANAPOLIS, IN
Past
November 20, 2007 - April 27, 2011
NEW ENGLAND SECURITIES
BD
CRD#: 615
INDIANAPOLIS, IN
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 CLIENT GROUP, INC.
AMERICAN FUNDS DISTRIBUTORS, INC. | CAPITAL CLIENT GROUP, INC.
CRD#: 6247 / SEC#: 801-77946, 8-17168
RIA
Registered Investment Advisory firm - SEC (4/25/2013 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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
IAR
Indiana(11/25/2013)
RR
Indiana(12/18/2013)
RR
Texas(4/13/2021)
RR
Utah(1/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/18/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CAPITAL CLIENT GROUP, INC.
AMERICAN FUNDS DISTRIBUTORS, INC. | CAPITAL CLIENT GROUP, INC.
CRD#: 6247 / SEC#: 801-77946, 8-17168
RIA
Registered Investment Advisory firm - SEC (4/25/2013 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
333 S. Hope St. 55th Fl. 55th Floor, Los Angeles, CA 90071-1406
Mailing Address
333 S. Hope St. 55th Fl., Los Angeles, CA 90071
Phone number
(213) 486-9200
Established
California since 05/09/1972
Firm type
Corporation
Fiscal year end
June
Firm Size
Large
# of Employees
911
SEC notice filing (15 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT COMPANY | STOCKHOLDER | |
| AGUILAR, ALBERT JR | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT, DIRECTOR | 5106724 |
| BURTON, RENE MARGARET | TREASURER, FINANCIAL OPERATIONS PRINCIPAL, VICE PRESIDENT, DIRECTOR | 1956766 |
| MCHALE, TIMOTHY WILLIAM | SECRETARY | 4244021 |
| O'CONNOR, MATTHEW PHILIP | CHAIRMAN & CHIEF EXECUTIVE OFFICER, DIRECTOR | 2427203 |
| PIKEN, KEITH ALAN | SENIOR VICE PRESIDENT, DIRECTOR | 2576730 |
| TRIESSL, MICHAEL JAMES | DIRECTOR | 3060797 |
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.
