wiseradvisor

Jacob P Kinney, FIC
Capitol Region Group

Tel: 860-474-3602
730 Arizona Ave
Santa Monica, CA 90401

Be Wise With Money

Capitol Region Group | Financial Advisor in Santa Monica ,CA

About Capitol Region Group

The Capitol Region Group of Thrivent Financial offers a fee-based financial planning, investment management and protection strategy advisory service.

We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families. We have experience across the investing industry with success identifying quality business and investment opportunities. We also bring a deep knowledge spanning commercial real estate finance and ultra high net worth wealth management. We can work with a client's existing team of professionals or help adjust or build an effective team. We offer new prospects a 10-15 min phone conversation to learn about us, our services, and fees, and to answer their questions. We also take that opportunity to learn about them as well. If interested, we then offer a 1 hour consultation (in person or via Skype) to help prospects start building their financial strategy and make a decision on our service.

We have the ability to meet at any Regus or Spaces office space.


General Information

Firm Start Year:   2012
No.of Employees:   2-4
Insurance License#:   CA License #4099641
States Licensed in:   CA, CT, MA, MD, ME, NC, and NH.
Number of Years with Current Firm:   8
I work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Advice & Consulting


Services

Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via Phone, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life


Firm Information

Advisor's Number of Clients:   500


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   50000
Compensation Methods:   Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:   1-2



Faqs

  • Do you have a customer satisfaction or refund policy? If customers are not satisified, we will immmediately return their assets.
  • Why should I choose you as my financial advisor? See bio.
  • What are your qualifications? What is your education background? We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families.
  • How do you charge for your services? Financial planning, investments, and insurance services.
  • How are you compensated? How will I pay for your services? Over 300
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Jacob P Kinney

Jacob P Kinney

FIC

Capitol Region Group acts as a partner in helping individuals, families and entrepreneurs navigate their financial journey. The team brings years of Wall Street experience to financial planning and investment management, focusing on what is important to you. Emphasizing healthy money habits, the team strives for your financial freedom. Working as a team, Capitol Region Group assists you in offsetting stress, uncertainty and worry by providing the tools to help you achieve your long-term financial goals and ambitions. The following three steps allow you to learn more about Capitol Region Group and help to determine if the Team is a good financial resource for you.

My Services

Financial Advice & Consulting

We help our clients, entrepreneurs and professionals, implement a best practices, holistic, multi-generational household financial plan for their families.

My Team

Jacob Kinney Jacob Kinney FIC

Working with Thrivent since 2013. Specializes in retirement planning, insurance protection, and wealth transfer. Series 7 and 66, Life and Health Insurance Licenses. Enjoys all sports, spending time with friends & family, playing golf and travelling, especially visiting Martha's Vineyard. BA in Business Management from Central Connecticut State University. I am licensed to do business in CA, CT, MA, MD, ME, NC and NH.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Recent California transplant serving the great LA area.