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JG

Jason C. Gibson

CAPITOL SECURITIES MANAGEMENT
Anderson, SC 29624
CRD#: 8104412
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JG
Jason Collins GibsonCAPITOL SECURITIES MANAGEMENT

Professional summary

Jason Collins Gibson is a registered financial professional currently at CAPITOL SECURITIES MANAGEMENT, INC. located in Anderson, South Carolina.

Jason is registered as a RR (Registered Representative) and started their career in finance in 2026. Jason has worked at 1 firm and has passed the Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Collins Gibson'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 20, 2026 - Present

CAPITOL SECURITIES MANAGEMENT, INC.

Office #1: 114 East Benson, Anderson, SC 29624
RIA
BD
CRD#: 14169
Anderson, SC

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".
CS
CAPITOL SECURITIES MANAGEMENT, INC.
CAPITOL SECURITIES MANAGEMENT, INC. | IFS SECURITIES, INC. | FS SECURITIES, INC.

CRD#: 14169 / SEC#: 801-41033, 8-30353

RIA
Registered Investment Advisory firm - SEC (3/16/1992 Approved)
California
Registered Investment Advisory firm - SEC (2/23/2001 Cancelled)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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

General Industry/Product Exam
RR
Series 7TO
Date: 5/20/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/25/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CAPITOL SECURITIES MANAGEMENT, INC.
CAPITOL SECURITIES MANAGEMENT, INC. | IFS SECURITIES, INC. | FS SECURITIES, INC.

CRD#: 14169 / SEC#: 801-41033, 8-30353

RIA
Registered Investment Advisory firm - SEC (3/16/1992 Approved)
California
Registered Investment Advisory firm - SEC (2/23/2001 Cancelled)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
4050 Innslake Drive Suite 250, Glen Allen, VA 23060
Mailing Address
4050 Innslake Drive Suite 250, Glen Allen, VA 23060
Phone number
(804) 612-9700
Established
Virginia since 03/22/1981
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
170

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CSM_ADV PART 2A_3.31.2025 (5/30/2025)
CSM ADV PART2A_APPENDIX 1 (WRAP PROGRAM BROCHURE)_3.31.2025 (5/30/2025)

Direct owners and executive officers

NamePositionCRD#
CS FINANCIAL GROUP INC.HOLDING COMPANY
HALLBERG, KATHERINE ROSECHIEF COMPLIANCE OFFICER5016264
JIANOS, JOSEPH ARISTOTLECHAIRMAN & CEO1374020
WALLACE, JAMES LOUISCHIEF OPERATING OFFICER2099074
WETHERELL, EDWARD LEECHIEF STRATEGY OFFICER2159349
ZUBOV, IRINADIRECTOR OF FINANCE5166218

Regulatory assets under management

Total Number of Accounts3,745
AUM (Assets Under Management)$ 1,818,741,357

Disclosures

Regulatory Event10
Arbitration2

Red Flags

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

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Company Information

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169Anderson, SC 29624

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