Todd
Jones

Captrust

CRD#3147792
Investment Advisor
in Raleigh, NC
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About this Advisor

Todd Jones is a certified financial planner located in Raleigh, North Carolina. Currently an advisor at Captrust, they have accumulated 15 years of work experience as a financial advisor. Jones holds Series 63 and Series 66 licenses, designating them as a securities broker. Jones is registered to work with investors based out of North Carolina. Throughout their career, Jones has worked at Captrust and Capfinancial Securities, LLC. Captrust is headquartered in Raleigh, North Carolina, and has 34 additional locations in the country. Overall, Captrust manages $274 billion in assets across 16,305 accounts and retains more than 412 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 9,438 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Captrust can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4208 Six Forks Rd Suite 1700
Raleigh, NC 27609

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Captrust Brokerage Details

Total Assets Under Management

$273,979,441,749

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

412

NC Average: 22
Total Number of Accounts

16,305

NC Average: 1,917
Average Account Size

$16,803,400

NC Average: $1,890,985

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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
  • Publication of periodicals or newsletters

Todd Jones Work History

Todd has 15 years of experience.

2003 - Present (16 years)

Captrust

2003 - Present (16 years)

Capfinancial Securities, LLC

Disclosures

Todd Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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