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Jeffrey Ira Fouts

Advisor at Capital Management Services, Inc. — Elijay, GA

Updated today

Credentials

Series 63, Series 65

Experience

11 years

Location

Elijay, GA 30540

Capital Management Services, Inc. logo

Capital Management Services, Inc.

Team

Total advisors

7

Across 4 offices

Clients per advisor

35 Low

Avg AUM per client

$600,000 Low

HNW client ratio

11% Very Low

About

Jeffrey Fouts is a financial advisor at Capital Management Services, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has served as managing member of Fouts Law Group, LLC, a law firm, since 2012. Prior to joining Capital Management Services in 2018, he worked at Retirement Planning Specialists, Inc. Capital Management Services, Inc. provides portfolio management and advisory services to individuals, trusts, businesses, and employee benefit plans. The firm employs a tactical asset allocation strategy using mutual funds, ETFs, and occasional short positions, and manages accounts for other advisers alongside retail clients.

Client services

Based on Capital Management Services, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Capital Management Services, Inc.

Passive / index investing

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Fee options

Fixed

Additional fixed fees for financial planning services are charged as agreed within the advisory contract (specific amounts not stated)

Other

Account minimum: $25,000 (minimum account value on managed accounts), with possible acceptance of lower amounts at discretion and $2,000 minimum for certain IRA accounts

Location

See office

Elijay, GA

572 Maddox Drive, Suite 213

Elijay GA 30540

Advisors at this office

1

Most active in

Georgia

Work history

11 years of industry experience

Capital Management Services, Inc.

2018 - Present • 8 years

Manchester, MO

Retirement Planning Specialists, Inc.

2015 - 2018 • 3 years

Ellijay, GA

Fouts Law Group, LLC

2012 - Present • 14 years

Ellijay, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey R

CFP®, ChFC®, Series 63

Ellijay, GA

Asset Protection Group, LLC

Jeffrey Riblet is a CFP® and ChFC® with 23 years of industry experience, currently serving as the sole advisor at Asset Protection Group, LLC since 2010. His prior experience includes roles at Invest Financial Corporation, Ameriprise, and United Community Insurance Services. He also provides financial counseling to military personnel on benefits, cash flow, and debt reduction through a separate personal financial counselor role. Asset Protection Group, LLC is a small independent advisory firm managing approximately $8.2 million for around 37 clients. The firm offers discretionary portfolio management and comprehensive financial planning to both high-net-worth and non-HNW individuals, as well as pension plans, trusts, and other entities, primarily using fundamental analysis and modern portfolio theory to manage risk.

Wealth management General tax planning General retirement planning General estate planning guidance Life insurance needs analysis
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Gregory F

ChFC®, Series 63, Series 65

Ellijay, GA

ValMark Advisers, Inc.

Gregory Freeman is a financial advisor with ValMark Advisers, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including roles at Kestra Advisory and Kestra Investment Services, LLC. Freeman is also president of AdvisorServe, a consulting business focused on developing relationships to generate insurance sales. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee and integration of third-party manager programs.

Annuities Wealth management Business exit / sale strategy Executive Founder/Business Owner
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Scott S

Series 63, Series 65

Ellijay, GA

Creativeone Wealth, LLC

Scott Stooksbury is a financial advisor at CreativeOne Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Virtue Capital Management, LLC and Horter Investment Management, LLC. He is also president of Synergy Wealth Management, Inc., where he is involved in fixed insurance sales and life and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a range of investment strategies, including proprietary ETF-based core models and third-party managers, supported by quantitative and fundamental analyses.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner

Jared A

Series 66

Ellijay, GA

Edward Jones

Jared Arrant is a financial advisor with Edward Jones in Ellijay, GA, holding the Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as Community Service Chair for the Rotary Club of Gilmer County, where he organizes community service projects and food drives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Values-based investing Religious/faith focused
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Arthur T

Series 66

Ellijay, GA

Edward Jones

Arthur Tredway II is a Series 66-licensed financial advisor with Edward Jones in Ellijay, GA. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved in management decisions for a commercial retail center in Fort Wayne, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Elias A

Series 66

Ellijay, GA

Edward Jones

Elias Alewel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Bank OZK, NC State Employees Credit Union, and several other companies across various sectors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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