This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CAPITAL CLIENT GROUP, INC.

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

8derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S63

First exam

May 4, 2018

First registration

Jun 2, 2015

Dual registered

yes, broker-dealer

Other names

JONATHAN D HARRIS|JON DAVID HARRIS

IAPD individual key

4706157

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd27eed1-ccc0-484f-ae9e-2fcb3e2eb61b

First observed

Jun 2, 2015

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.