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Jonas Georg Roos

Capital Investment Advisors, LLC

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About Jonas Georg Roos

Jonas Roos is a financial advisor who has been in the industry since 2005. Jonas is currently registered with Capital Investment Advisors, LLC in Dallas, TX. Prior to this role, Jonas was with Guidestone Financial Services in Dallas, TX. Jonas holds Series 7, 63, and 65 licenses. Jonas also holds the Series 26 license and is a Certified Financial Planner. Jonas has experience working with individuals and high-net-worth individuals.

Firm Information

Jonas Roos is currently registered with Capital Investment Advisors, LLC. Capital Investment Advisors, LLC is a Registered Investment Advisor (RIA) based in Atlanta, GA. They provide financial planning and portfolio management services to both individuals and businesses. The firm has over 12,390 clients and manages over $5.26 billion in assets. Their advisory services include portfolio management for individuals, pension consulting, and selection of other advisors. The firm caters primarily to individuals, particularly high-net-worth individuals.
Capital Investment Advisors, LLC

10 GLENLAKE PARKWAY

ATLANTA, GA 30328

$5.26B

Assets Under Management

Not reported

Total Clients

36

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 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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other

Percentage of plan assets

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Jonas Roos’s Registration & Firm History

TX

01/09/2024 - Present

Capital Investment Advisors, LLC (Dallas TX)

TX

04/22/2009 - 12/18/2023

GUIDESTONE FINANCIAL SERVICES (DALLAS TX)

TX

01/03/2007 - 09/11/2009

PFPC DISTRIBUTORS, INC. (DALLAS TX)

TX

08/23/2005 - 01/04/2006

EDWARD JONES (RICHARDSON TX)

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Licenses & Designations

IA

Issued 04/29/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonas Georg Roos.
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