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JJ

Jacob J. Johnson

JCG CAPITAL
SCOTTSDALE, AZ 85260
Some features on this profile are disabled
CRD#: 5978980
JJ

Professional summary

Jacob Jonathan Johnson, who also goes by Jake Johnson, is a registered financial advisor currently at JCG CAPITAL located in Scottsdale, Arizona.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jacob has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake Johnson

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.
JOHNSON CONSULTING GROUP - NOT INVESTMENT RELATED - FUNERAL HOME CONSULTING BUSINESS - PRESIDENT - SINCE 2000.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Jonathan Johnson'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®
None

Experience

Current

November 10, 2011 - Present

JCG CAPITAL

Office #1: 10115 E. Bell Road Suite 107, #621, Scottsdale, AZ 85260
RIA
CRD#: 159116
SCOTTSDALE, AZ

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.

Highlighted states indicate IAR registrations

IAR
Arizona
(11/10/2011)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/12/2011
Uniform Investment Adviser Law Examination

Current Firm

JC
JCG CAPITAL
JCG CAPITAL | JCG CAPITAL, LLC

CRD#: 159116 / SEC#:

Arizona
Registered Investment Advisory firm - (11/10/2011 Approved)
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Contact information

Main Address
10115 E. Bell Road Suite 107, #621, Scottsdale, AZ 85260
Mailing Address
Phone number
(480) 556-8502
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

JCG CAPITAL

CRD#: 159116Scottsdale, AZ 85260

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