Todd
Jones

Captrust

CRD#3147792
Investment Advisor
in Raleigh, NC

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About this Advisor

Todd Jones is a certified financial planner who works out of Raleigh, North Carolina with a total of 8 years of industry experience. Jones is on the advisory team at Captrust. The advisor has gained experience at Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Jones has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can operate in North Carolina. Captrust is a company that has its headquarters in Raleigh, NC. The firm has offices in 69 locations and a total of 1,338 financial advisors. It has $715 billion in assets between its 76,254 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 136 charities and foundations. Of its 76,254 accounts, 33% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a wide range 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 fees depend on which service is offered. However, fee types billed by Captrust can be comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 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

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$714,587,898,072

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

1,338

NC Average: 22
Total Number of Accounts

76,254

NC Average: 1,917
Average Account Size

$9,371,153

NC 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

Todd Jones Work History

Todd has been registered as a financial advisor for 8 years.*

2003 - Present (21 years)

Capfinancial Partners LLC (Captrust)

2003 - Present (21 years)

Capfinancial Securities 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 Todd Jones 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

Edward Bock
Akron, OH
Carol Romney
Phoenix, AZ
Casey Pogodzinski
Raleigh, NC
Vivian Houchens
Raleigh, NC
Errol Hau
Raleigh, NC
Kathryn Mccall
Sacramento, CA
Michael Knowles
Raleigh, NC
Nicholas Mellone
Leesburg, VA

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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