Jay William Gardner
Investment adviser representative at Capital Investment Advisors, LLC
20 yearsExperience
2 statesRegistered in
$8.2BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Capital Investment Advisors, LLCJul 2025 to now
- UnemployedOct 2024 to Jun 2025
- Arc Burger LLCSep 2023 to Sep 2024
- Inspire BrandsFeb 2018 to Sep 2023
- Arby's Restaurant GroupMay 2006 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Capital Investment Advisors, LLC
$8.2BAssets managed
6,014Clients
59Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8141576
- Firm CRD
- 158055