Unclaimed Profile

Jeff Dean Fisher

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.·SAN JUAN CAPISTRANO, California

SIE, Series 7, Series 24, Series 6617 years registeredCAPITAL FINANCIAL CONSULTANTS GROUP, INC.

31461 RANCHO VIEJO ROAD, SAN JUAN CAPISTRANO, CA 92675CRD# 4950246Firm CRD# 133657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeff Dean Fisher · SAN JUAN CAPISTRANO, CA

Registration

CRD #4950246 · CAPITAL FINANCIAL CONSULTANTS GROUP, INC. · 17 years registered

Brand Profile

Not yet started

Career History

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Mar 2014 – present

INDEPENDENT FINANCIAL GROUP, LLC

Jul 2009 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 16, 2009

Years registered · 17

Disclosure History

2021Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

CRD 133657 · SEC 801-113545

AUM

$231M

Regulatory assets under management

Employees

1,458 client accounts

Services offered by CAPITAL FINANCIAL CONSULTANTS GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL FINANCIAL CONSULTANTS GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jeff Dean Fisher offer?

Jeff Dean Fisher specializes in Financial Planning, Investment Management. Contact their office in SAN JUAN CAPISTRANO, California for a consultation.

What are Jeff Dean Fisher's credentials?

Jeff Dean Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeff Dean Fisher located?

Jeff Dean Fisher is based in SAN JUAN CAPISTRANO, California, working with CAPITAL FINANCIAL CONSULTANTS GROUP, INC.. Their office serves clients in the SAN JUAN CAPISTRANO metropolitan area and surrounding communities.

How does Jeff Dean Fisher charge for services?

Jeff Dean Fisher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FINANCIAL CONSULTANTS GROUP, INC.?

CAPITAL FINANCIAL CONSULTANTS GROUP, INC. has approximately 12 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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