Jesus Ramon
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.
Jesus Ramon is an investment adviser representative with Capital Client Group, Inc. in San Antonio, TX, where they have been registered since 2024. They have worked in the securities industry since 2019 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 85
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
6 states and territories
Alabama, Arkansas, Florida, Georgia, Louisiana, Texas
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.
- Guerrero Certified Public AccountantJan 2018 – Aug 2019San Antonio, TX
- Chase Bank / J.P. Morgan Securities LLCApr 2007 – Aug 2019San Antonio, TX
- HEB Grocery StoreJul 2019 – Jul 2019San Antonio, TX
- Victory Capital / Victory Capital Advisers, Inc.Sep 2019 – Apr 2020San Antonio, TX
- UberJul 2019 – Nov 2021San Antonio, TX
- ShiptNov 2019 – Jun 2021San Antonio, TX
- Cuellar and Associates / Royal Alliance Associates, Inc.May 2020 – May 2021San Antonio, TX
- J11 Financial, LLC / Money Concepts Capital Corp.Feb 2021 – Nov 2021Fair Oaks Ranch, TX
- Fidelity Investments / Fidelity Brokerage Services, LLCNov 2021 – Jul 2024Fair Oaks Ranch, TX
- Capital Group / Capital Client Group, Inc.Jul 2024 – no end date reportedSan Antonio, TX
- University of Texas at San AntonioAug 2012 – Dec 2016San Antonio, TX
- Aria Law PLLCNov 2023 – no end date reportedFair Oaks Ranch, TX
- RF PartnershipJul 2025 – no end date reportedFair Oaks Ranch, TX
Official records & sources
Data as of June 26, 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 San Antonio, TX
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. Jesus Ramon 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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