JF
Jeffrey I. Fouts
CAPITAL MANAGEMENT SERVICES
Elijay, GA 30540
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CRD#: 2913419
JF
Professional summary
Jeffrey Ira Fouts is a registered financial advisor currently at CAPITAL MANAGEMENT SERVICES, INC. located in Elijay, Georgia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) RETIREMENT PLAN SPECIALITIES, INC., NON-INVESTMENT RELATED TAX ENTITY, ELLIJAY, GA.
2) FOUTS LAW GROUP, LLC, NON-INVESTMENT-RELATED, eLLIJAY, GA, LAW FIRM, MANAGING MEMBER, 06/2012 AND 20 HOURS/WEEK.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Ira Fouts's 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®
NoneExperience
Current
October 9, 2018 - Present
CAPITAL MANAGEMENT SERVICES, INC.
Office #1: 572 Maddox Drive Suite 213, Elijay, GA 30540RIA
CRD#: 118260
Elijay, GA
Past
August 6, 2015 - December 31, 2020
RETIREMENT PLANNING SPECIALISTS, INC.
RIA
CRD#: 221533
ELLIJAY, GA
Past
April 26, 2000 - May 4, 2001
R.M. STARK & CO., INC.
BD
CRD#: 7612
LAKE WORTH BEACH, FL
Past
July 14, 1999 - April 24, 2000
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
February 10, 1999 - June 4, 1999
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
September 16, 1997 - February 24, 1999
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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".
CM
CAPITAL MANAGEMENT SERVICES, INC.
CAPITAL MANAGEMENT SERVICES, INC. | RETIREMENT PLANNING SPECIALISTS | OSTLUND WEALTH MANAGEMENT | HTTPS://WWW.LINKEDIN.COM/IN/IRA-RICK-RICHARDSON | HTTPS://IRARICHARDSON.FREEDOMEQUITYGROUP.COM/ | GROVE WEALTH ADVISORS | CMS CAPITAL MANAGEMENT SERVICES
CRD#: 118260 / SEC#: 801-117988
RIA
Registered Investment Advisory firm - (1/21/2020 Approved)California
Registered Investment Advisory firm - (2/23/2020 Terminated)Florida
Registered Investment Advisory firm - (1/24/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Kansas
Registered Investment Advisory firm - (1/24/2020 Terminated)Missouri
Registered Investment Advisory firm - (1/24/2020 Terminated)Texas
Registered Investment Advisory firm - (1/24/2020 Terminated)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.Highlighted states indicate IAR registrations
IAR
Georgia(10/9/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CM
CAPITAL MANAGEMENT SERVICES, INC.
CAPITAL MANAGEMENT SERVICES, INC. | RETIREMENT PLANNING SPECIALISTS | OSTLUND WEALTH MANAGEMENT | HTTPS://WWW.LINKEDIN.COM/IN/IRA-RICK-RICHARDSON | HTTPS://IRARICHARDSON.FREEDOMEQUITYGROUP.COM/ | GROVE WEALTH ADVISORS | CMS CAPITAL MANAGEMENT SERVICES
CRD#: 118260 / SEC#: 801-117988
RIA
Registered Investment Advisory firm - (1/21/2020 Approved)California
Registered Investment Advisory firm - (2/23/2020 Terminated)Florida
Registered Investment Advisory firm - (1/24/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Kansas
Registered Investment Advisory firm - (1/24/2020 Terminated)Missouri
Registered Investment Advisory firm - (1/24/2020 Terminated)Texas
Registered Investment Advisory firm - (1/24/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
410 Sovereign Ct. Suite 13, Manchester, MO 63011
Mailing Address
Phone number
(636) 207-5829
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 608 |
| AUM (Assets Under Management) | $ 141,700,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
