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RIA / WealthAdvisorCertified Financial Planner33 years in industry

MICHELLE MISSANT JACKSON

Advisor at CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Atlanta, GA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:e494165f-6587-5749-79a0-a2ac29db971b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 13, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S63|S66|S65
First exam: Oct 13, 1992
First registration: Oct 30, 2012
Dual registered: no
Other names: MICHELLE MISSANT MURRAY|MICHELLE MISSANT MURRAY
IAPD individual key: 2211579

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Independent wealth	Jul 1, 2021	n/a	yes	LOS ANGELES, CA\|Atlanta, GA	Current employment
CAPITAL BANK AND TRUST COMPANY	Asset manager	Dec 6, 2019	Jul 1, 2021	no	Atlanta, GA	Previous registration
MORGAN STANLEY	Wirehouse	Sep 29, 2014	Jul 5, 2019	no	Bellevue, WA\|ATLANTA, GA\|Atlanta, GA	Previous registration
SIGNATOR INVESTORS, INC.	Former SEC adviser	Oct 30, 2012	Aug 12, 2014	no	SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL BANK AND TRUST COMPANY	CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.	Jul 1, 2021	Jul 1, 2021	0	Bulk transfer	RIA to new firm
MORGAN STANLEY	CAPITAL BANK AND TRUST COMPANY	Jul 5, 2019	Dec 6, 2019	154	Firm change	Wirehouse to RIA
SIGNATOR INVESTORS, INC.	MORGAN STANLEY	Aug 12, 2014	Sep 29, 2014	48	Firm change	Other

Relationships

Registered with (4)

→ CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.Registered adviserregistration: current employment
Jul 1, 2021 to presentfactForm ADV
→ CAPITAL BANK AND TRUST COMPANYRegistered adviserregistration: previous registration
Dec 6, 2019 to Jul 1, 2021factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 29, 2014 to Jul 5, 2019factForm ADV
→ SIGNATOR INVESTORS, INC.Registered adviserregistration: previous registration
Oct 30, 2012 to Aug 12, 2014factForm ADV

Dated events

No dated event names this entity yet.