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Jack Gilbert Russell

Capital Investment Advisory Services, LLC

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About Jack Gilbert Russell

Jack Gilbert Russell is a financial advisor in Atlanta, GA. Jack has been in the financial industry since 1995. Currently, Jack is affiliated with Capital Investment Advisory Services, LLC as an Investment Advisor Representative. Prior to that, Jack was affiliated with Sterne Agee Financial Services, Inc., Oppenheimer & Co. Inc., MML Investors Services, Inc., J.P. Morgan Securities Inc., BANC One Securities Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and Cigna Financial Advisors, Inc. Jack is licensed to conduct business in Georgia, Florida, Tennessee.

Firm Information

Jack Russell is currently registered with Capital Investment Advisory Services, LLC. Capital Investment Advisory Services, LLC is a registered investment advisor with the SEC, managing over $1.96 billion in assets for a diverse client base that includes individuals, high-net-worth individuals, corporations, charities, pension plans, and government entities. The firm offers a range of advisory services including financial planning, pension consulting, portfolio management, and selection of other advisors. Capital Investment Advisory Services is based in Raleigh, NC and has 91 licensed agents and 102 investment advisor representatives.
Capital Investment Advisory Services, LLC

100 E. SIX FORKS ROAD

RALEIGH, NC 27609

$1.97B

Assets Under Management

14

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Russell’s Registration & Firm History

GA

05/13/2016 - Present

Capital Investment Advisory Services, LLC (ATLANTA GA)

GA

07/08/2013 - 01/20/2016

STERNE AGEE FINANCIAL SERVICES, INC. (ATLANTA GA)

GA

07/23/2010 - 07/15/2013

OPPENHEIMER & CO. INC. (ATLANTA GA)

GA

05/11/2007 - 07/25/2008

MML INVESTORS SERVICES, INC. (ATLANTA GA)

GA

07/01/2006 - 03/23/2007

J.P. MORGAN SECURITIES INC. (ATLANTA GA)

GA

12/21/2005 - 07/01/2006

BANC ONE SECURITIES CORPORATION (ATLANTA GA)

GA

06/09/2000 - 01/04/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ATLANTA GA)

GA

06/01/1998 - 01/04/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)

PA

11/22/1992 - 06/01/1998

CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 08/16/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/13/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Gilbert Russell.
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