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Jason G
Series 66
Phoenix, AZ
Capital Investment Advisors, LLC
Jason Gove is a financial advisor with Capital Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at National Bank of Arizona, LPL Financial LLC, Griffin Capital Securities LLC, Equity Fund Advisors, Cole Capital Corporation, USAA Financial Planning Services, and Merrill. Capital Investment Advisors is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans with integrated financial planning and discretionary portfolio management. The firm employs a structured portfolio approach using ETF-based model portfolios tailored to clients’ risk tolerance and goals, supported by in-house tax and estate planning specialists and a range of specialized services such as pension consulting and executive compensation analysis.
Christopher K
CFP®, Series 63
Phoenix, AZ
Capital Investment Advisors, LLC
Christopher Kuzelka is a financial advisor at Capital Investment Advisors, LLC with 14 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Capital Investment Advisors in 2024, he worked for 12 years at THE Vanguard Group, Inc. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm provides integrated financial planning and discretionary portfolio management through a structured, ETF-based model portfolio approach and offers specialized services including family-office style solutions, pension consulting, and executive compensation analysis.
Matthew D
Series 66
Phoenix, AZ
Capital Investment Advisors, LLC
Matthew Donley is a financial advisor at Capital Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Donley has also held positions outside the financial sector, including roles in education and distribution companies. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, utilizing ETF-based model portfolios tailored to clients’ needs and supported by in-house tax and estate planning specialists.
Jayden D
Series 66
Phoenix, AZ
Capital Investment Advisors, LLC
Jayden Durrah is a financial advisor at Capital Investment Advisors, LLC with four years of industry experience. He holds a Series 66 registration and previously worked at Taverick Capital, LLC and Equitable Advisors. His background also includes various roles in educational institutions. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm offers integrated financial planning and discretionary portfolio management, using a structured portfolio approach with ETF-based models and third-party managers, supported by in-house tax and estate planning specialists.
Ryan C
CFP®, CFA®, Series 66
Phoenix, AZ
Capital Investment Advisors, LLC
Ryan Curwick is a CFP® and CFA® with 13 years of experience in the financial services industry. He currently works at Capital Investment Advisors, LLC and has previously held roles at The Vanguard Group, USAA Financial Planning Services, and Edward Jones. Capital Investment Advisors, LLC is a multi-team investment adviser serving individuals, families, corporate executives, trusts, estates, charitable organizations, and retirement plans. The firm combines centralized, ETF-based portfolio management with tailored financial planning and specialized services including family-office style offerings, pension consulting, executive compensation analysis, and access to private investments.
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