Jocelyn
Hibshman

Captrust

CRD#2836858
Investment Advisor
in Chesterton, IN

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About this Advisor

Jocelyn Hibshman is a financial advisor operating out of Chesterton, Indiana with a total of 2 years of industry experience. Hibshman is currently employed by Captrust. Their career trajectory has included roles at Capfinancial Partners, LLC. (Captrust), Securities Compliance Management, Capfinancial Securities LLC, Lakeside Financial Group, Lakeside Wealth Management Group, LLC and First Allied Securities, Inc. Hibshman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Captrust is an advisory business that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 employees. It has $715 billion in total assets across its 76,254 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 136 charities and foundations. Of its 76,254 customer accounts, 33% are held by high-net-worth investors who have greater than $1 million in investable assets. Captrust provides a number 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. Financial management fee schedules usually vary depending on which services are offered. However, fee types billed by Captrust likely are comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Chesterton, IN

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

IN Average: $3,625,019,099
Total Number of Employees

1,338

IN Average: 22
Total Number of Accounts

76,254

IN Average: 1,917
Average Account Size

$9,371,153

IN Average: $1,890,985

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

Jocelyn Hibshman Work History

Jocelyn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Capfinancial Partners, LLC. (Captrust)

2021 - Present (3 years)

Capfinancial Securities LLC

2020 - Present (4 years)

Securities Compliance Management

2020 - 2020 (< 1 year)

Capfinancial Partners, LLC. (Captrust)

2008 - 2020 (12 years)

First Allied Securities, Inc

2006 - 2020 (14 years)

Lakeside Wealth Management Group, LLC

2004 - 2020 (16 years)

Lakeside Financial Group

*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 Jocelyn Hibshman 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

Eric Benedict
Raleigh, NC
Andrew Raggio
Raleigh, NC
Nicholas Mellone
Leesburg, VA
Vivian Houchens
Raleigh, NC
Kathryn Mccall
Sacramento, CA
Kwame James
Marietta, GA
Valerie Young
Raleigh, NC
Michael Knowles
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.

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