Jacob Ronald Keehn
Investment Adviser Representative at Capital Client Group, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Ronald Keehn is an investment adviser representative with Capital Client Group, Inc. in Indianapolis, IN, where they have been registered since 2017, the year they entered the securities industry. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and Indiana.
Registrations & licenses
- Investment adviser:
- California, Indiana
- Broker:
7 states and territories
California, Colorado, Indiana, Nevada, Oregon, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- American FundsApr 2017 – Jan 2021Carmel, IN
- Flexible Plan InvestmentsJul 2016 – Mar 2017Bloomfield Hills, MI
- American FundsJan 2021 – Apr 2024Carmel, IN
- Capital Group / Capital Client Group, Inc.Apr 2024 – no end date reportedLos Angeles, CA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Capital Client Group, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Indianapolis, IN
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Ronald Keehn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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