Jeffrey Fouts has been an investment adviser representative at Capital Management Services since October 2018, and is not listed among the firm’s executive officers or direct owners. Jeffrey Fouts studied at the University of Georgia.
Capital Management Services, Inc. is a Manchester, MO firm with $145M under management, 242 clients and 5 advisers across 4 offices, as of its March 2026 filing.
Jeff Fouts is Investment Advisor and Attorney at Fouts Retirement Planning. He is a registered investment advisor and a member of the State Bar of Georgia since 1993. As a tax attorney, he served tax clients in all 50 states and 29 countries, and he has 30 years in the profession as a licensed investment advisor.
Jeffrey Fouts’ longest registration is the current one, 8 years at Capital Management Services since 2018. Before joining Capital Management Services in 2018, Jeffrey Fouts was registered through Retirement Planning Specialists, Inc.
- – present · 8 yearsElijay, GA · Adviser representative · Firm CRD 118260
- Retirement Planning Specialists, Inc.– · 5 yearsEllijay, GA · Adviser representative · Firm CRD 221533
Investment adviser representative registrations
Jeffrey Fouts is registered as an investment adviser representative in Georgia, since October 2018.
- GeorgiaSince 9 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 February 2015 |
| Series 7 | General Securities Representative Examination | 23 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 September 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 September 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey Ira Fouts
- CRD
- 2913419
- Firm
- Capital Management Services · CRD 118260
- Office
- 572 Maddox Drive, Suite 213, Elijay, GA 30540
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- foutsretirementplanning.com
Where does Jeffrey Fouts work?
Jeffrey Fouts is an investment adviser representative registered through Capital Management Services, Inc. since October 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Fouts a financial advisor?
Yes. Jeffrey Fouts has a current investment-adviser registration in Georgia, through Capital Management Services since October 2018.
How many years of experience does Jeffrey Fouts have?
Jeffrey Fouts has 11 years in the financial industry, since August 2015, across 2 adviser firms.
What exams has Jeffrey Fouts passed?
Jeffrey Fouts has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in September 1997.
Where is Jeffrey Fouts based?
Jeffrey Fouts’ registered office is in Elijay, GA.
Is Jeffrey Fouts registered with FINRA?
No. Jeffrey Fouts has no current broker registration.
How can I verify Jeffrey Fouts’ record?
Search CRD 2913419 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Fouts’ full registration record.
