James Robert Mitchell III
Financial advisor at Capital Client Group, Inc. · Los Angeles, CA
Last updated 2026-10-10
Claim your profileJames Robert Mitchell III is a financial advisor at Capital Client Group, Inc. in Los Angeles, CA, CRD 4581076. Licenses and exams on the registration: Series 66. First registered 2003-01-02.
Registration
- CRD number
- 4581076
- Registration status
- Active
- First registered
- 2003-01-02
- Years of experience
- 23
- States registered
- AR, CA
Licenses and exams
- Series 66
Designations
- Chartered Financial Analyst
Work history
- 2007-05 to 2025-06 · Capital Group / American Funds Distributors, Inc. · Los Angeles, CA
- 2025-06 to Present · Capital Group / Capital Client Group, Inc, · Los Angeles, CA
Current employment
- Capital Client Group, Inc. · Los Angeles, CA
Capital Client Group, Inc.
- Registered advisors
- 606
- Offices
- 304
- Clients per advisor
- 0.0 (Low)
Capital Client Group, Inc.: advisors, services and reported ETF investments
What this firm offers
Filed by Capital Client Group, Inc. on Form ADV.
Client services
- Other Advisory Service
Fee options
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Sponsor or GP of Pooled Investment Vehicl
Location
333 South Hope Street, 55th Floor, Los Angeles, CA 90071-1447
336 advisors at this office.
Contact
The firm's filed contact details.
Official record
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