Jason
Bruxvoort

Captrust Financial Advisors

CRD#5306317
Investment Advisor
in Holland, MI

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About this Advisor

Jason Bruxvoort is a financial advisor operating in Holland, Michigan, who has 7 years of relevant experience. Bruxvoort is an employee of Captrust Financial Advisors. Their career trajectory has included roles at Cetera Financial Specialists LLC and Captrust Financial Advisors. Bruxvoort holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Captrust Financial Advisors is an advisory firm operating out of Holland, MI. It has $2 billion in total assets among its 2,706 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 30 charitable organizations. Of its 2,706 customer accounts, 31% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Captrust Financial Advisors offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services are provided. However, fees charged by Captrust Financial Advisors likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

85 E 8Th Street Suite 150
Holland, MI 49423

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Captrust Financial Advisors Brokerage Details

Total Assets Under Management

$1,516,340,746

MI Average: $943,424,332
Total Number of Employees

24

MI Average: 21
Total Number of Accounts

2,706

MI Average: 1,586
Average Account Size

$560,362

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jason Bruxvoort Work History

Jason has been registered as a financial advisor for 7 years.*

2022 - Present (2 years)

Captrust Financial Advisors

2016 - 2022 (6 years)

Captrust Financial Advisors

2011 - 2016 (5 years)

Cetera Financial Specialists 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 Jason Bruxvoort 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 Financial Advisors

Brendon Johnson
Holland, MI
Benjamin Anderson
Holland, MI
Jonas Rees
Holland, MI
Ronald Price
Holland, MI
Samuel Starks
Holland, MI
Scott Demaagd
Holland, MI
Rhonda Carter
Holland, MI
Jason Bruxvoort
Holland, MI

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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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.

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