Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
F
FINRA
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