Jack G. Russell

CAPITAL INVESTMENT ADVISORY SERVICES

ATLANTA, GA

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CRD#: 2264025

Professional summary

Jack Gilbert Russell, who also goes by Jack G Russell, is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORY SERVICES, LLC located in Atlanta, Georgia and CAPITAL INVESTMENT GROUP, INC. located in Atlanta, Georgia.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jack has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack G Russell

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Gilbert Russell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

May 13, 2016 - Present

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 149124

ATLANTA, GA

Current

January 25, 2016 - Present

CAPITAL INVESTMENT GROUP, INC.

CRD#: 14752

ATLANTA, GA

Past

April 2, 2014 - January 20, 2016

INTL ADVISORY CONSULTANTS INC.

RIA

CRD#: 130888

ATLANTA, GA

Past

July 8, 2013 - January 20, 2016

STONEX SECURITIES INC.

CRD#: 18456

ATLANTA, GA

Past

July 30, 2010 - July 15, 2013

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

ATLANTA, GA

Past

July 23, 2010 - July 15, 2013

OPPENHEIMER & CO. INC.

CRD#: 249

ATLANTA, GA

Past

September 12, 2007 - July 25, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ATLANTA, GA

Past

May 11, 2007 - July 25, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

Past

September 27, 2006 - March 23, 2007

J.P. MORGAN SECURITIES INC.

RIA

CRD#: 18718

ATLANTA, GA

Past

July 1, 2006 - March 23, 2007

J.P. MORGAN SECURITIES INC.

CRD#: 18718

ATLANTA, GA

Past

December 21, 2005 - September 27, 2006

BANC ONE SECURITIES CORPORATION

RIA

CRD#: 16999

ATLANTA, GA

Past

December 21, 2005 - July 1, 2006

BANC ONE SECURITIES CORPORATION

CRD#: 16999

ATLANTA, GA

Past

March 5, 2003 - January 4, 2006

OSAIC FA, INC.

RIA

CRD#: 3978

ATLANTA, GA

Past

June 9, 2000 - January 4, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

ATLANTA, GA

Past

June 1, 1998 - January 4, 2006

OSAIC FA, INC.

CRD#: 3978

ATLANTA, GA

Past

November 22, 1992 - June 1, 1998

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CRD#: 149124 / SEC#: 801-69846

RIA

Registered Investment Advisory firm - (1/5/2009 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/25/2016)

Georgia
(1/25/2016)

IAR

Georgia
(5/13/2016)

Tennessee
(1/25/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/16/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/11/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CRD#: 149124 / SEC#: 801-69846

RIA

Registered Investment Advisory firm - (1/5/2009 Approved)

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Contact information

Main Address

100 E. Six Forks Road Suite 200, Raleigh, NC 27609

Mailing Address

P.o. Box 32249, Raleigh, NC 27622

Phone number

(919) 831-2370

Established

Firm type

Fiscal year end

# of Employees

106

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIAS ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	8,619
AUM (Assets Under Management)	$ 1,930,938,262

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jack G. Russell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Gilbert Russell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL INVESTMENT GROUP, INC.

INTL ADVISORY CONSULTANTS INC.

STONEX SECURITIES INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/1997

Series 63

Date: 9/11/1992

SIE

Date: 10/1/2018

Series 7

Date: 5/19/1997

Series 6

Date: 11/13/1992

FINRA

Current Firm

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Contact information

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