# JAMES LESTER ROSS II

JAMES LESTER ROSS II is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2026-01-07 | present | Yes |
| [LANCASTER POLLARD INVESTMENT ADVISORY GROUP](https://search.stillhousedata.com/firm/112008) | 2014-01-28 | 2015-12-01 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-05-18 | 2013-08-21 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-11-23 | 2012-05-18 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2009-11-24 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2008-12-10 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4448926)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4448926.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.