Jenny
Hood
Captrust
Answer a few questions and
get matched with an advisor.
About this Advisor
Jenny Hood is a certified financial planner working in Sacramento, California. Hood currently works for Captrust. Over the course of their career, they have held roles at Confluence Financial Planning, LLC, Royal Alliance, St. Clair Financial, Genovese Buford & Brothers, Financial Planning Association Of Northern California and Capfinancial Partners LLC (Captrust). Hood has a Series 63 license, designating them as a securities representative, and is approved to work in California and Texas. Captrust is an advisory business operating out of Raleigh, NC. The investment advisory business has offices in 69 locations and a total of 1,338 financial advisors. It manages $715 billion in assets between its 76,254 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 customer accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees charged by Captrust likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Jenny Hood Work History
Jenny has been registered as a financial advisor for 0 years.*
Capfinancial Partners LLC (Captrust)
St. Clair Financial
Royal Alliance
Genovese Buford & Brothers
Financial Planning Association Of Northern California
Confluence Financial Planning, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jenny Hood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Raleigh, NC
Wilmington, NC
Raleigh, NC
Raleigh, NC
Bethlehem, PA
Brentwood, TN
Sacramento, CA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
