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Detailed Report
JENNIFER GEORGE BIRDSEY
JENNIFER COURTNEY GEORGE, Jennifer George
CRD#: 2881394
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Investment Adviser
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.CRD#: 312837 333 SOUTH HOPE STREET
LOS ANGELES, CA 90071
Registration History
201020122014201620182020202220242026IACAPITAL GROUP PRIVATE CLIENT S... (CRD# 312837)2021 - Present (3 years)IACAPITAL BANK AND TRUST COMPANY (CRD# 170017)2016 - 2021 (5 years)IACAPITAL GUARDIAN TRUST COMPANY (CRD# 108236)2009 - 2016 (6 years)
License(s)

State Registrations

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California 7/1/2021
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Nevada 7/1/2021
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Georgia 7/1/2021
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New York 7/30/2021
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Illinois 7/1/2021
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Texas 7/1/2021
Current Registration(s)
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CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. (CRD#:312837)
333 SOUTH HOPE STREET, LOS ANGELES, CA 90071
Steuart Tower 1 Mrket St., Suite 1800, San Francisco, CA 94105
Registered with this firm since 7/1/2021
Previous Registration(s)
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 01/19/2016 - 07/01/2021 CAPITAL BANK AND TRUST COMPANY (CRD#:170017) San Francisco, CA
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 06/30/2009 - 01/19/2016 CAPITAL GUARDIAN TRUST COMPANY (CRD#:108236) SAN FRANCISCO, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.