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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
Years of Experience
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Captrust Brokerage Details
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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 15 years of experience.
Capfinancial Securities, LLC
Todd Jones has no disclosures.
Please visit their SEC profile for more details.