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JR

James A. Rush

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CRD#: 2165554
JR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Allen Rush was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1992. James had worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
UNITED FIEDLITY BANK, EVANSVILLE, IN, REGIONAL PRESIDENT, 200 HRS/MONTH, SALARY, NOT INVESTMENT RELATED; MERIDIAN HILLS TOWN COUNSEL MEMBER; ARTHUR GALLAGHER & CO., HEALTH CARE REPRESENTATIVE, 6 HRS/MONTH COMMISSION, NOT INVESTMENT RELATED; SEARCHSOFT SOLUTIONS, BOARD MEMBER SINCE 9/2006, 3 HRS/QUARTER, NOT INVESTMENT RELATED; RUSH BROS LLC, FARM INCOME.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 4, 2010 - December 5, 2023

AMERICAN CAPITAL MANAGEMENT, INC.

RIA
CRD#: 122452
INDIANAPOLIS, IN
Past

May 4, 2010 - June 27, 2023

AMERICAN EQUITY INVESTMENT CORPORATION

BD
CRD#: 40199
NEW ALBANY, IN
Past

January 3, 2007 - April 30, 2010

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
CARMEL, IN
Past

April 14, 2004 - April 30, 2010

CFD INVESTMENTS, INC.

BD
CRD#: 25427
CARMEL, IN
Past

February 11, 2004 - December 31, 2006

ITS ASSET MANAGEMENT, L.P.

RIA
CRD#: 106977
CARMEL, IN
Past

April 25, 2001 - October 30, 2003

BLUE VASE SECURITIES, LLC

RIA
CRD#: 46765
CARMEL, IN
Past

September 20, 2000 - October 30, 2003

BLUE VASE SECURITIES, LLC

BD
CRD#: 46765
WASHINGTON, PA
Past

January 22, 1999 - September 14, 2000

KEY STAR SECURITIES, INCORPORATED

BD
CRD#: 40896
INDIANAPOLIS, IN
Past

December 5, 1994 - December 11, 1998

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT
Past

March 2, 1992 - November 30, 1994

MORRIS GROUP, INC.

BD
CRD#: 13181
INDIANAPOLIS, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/20/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
AMERICAN CAPITAL MANAGEMENT, INC.
AMERICAN CAPITAL MANAGEMENT, INC. | JT DAVIS ASSET MANAGEMENT, LLC

CRD#: 122452 / SEC#:

Florida
Registered Investment Advisory firm - (3/30/2018 Approved)
Indiana
Registered Investment Advisory firm - (7/30/1991 Approved)
Kentucky
Registered Investment Advisory firm - (1/24/2008 Approved)
Ohio
Registered Investment Advisory firm - (6/28/2013 Approved)
Texas
Registered Investment Advisory firm - (12/5/2012 Terminated)
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Contact information


Main Address
4222 Grantline Road, New Albany, IN 47150
Mailing Address
Phone number
(812) 945-9888
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts435
AUM (Assets Under Management)$ 78,724,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN CAPITAL MANAGEMENT, INC.

CRD#: 122452

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