Jenifer
Nesselrodt
Captrust
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About this Advisor
Jenifer Nesselrodt is a financial advisor who works in Harrisonburg, Virginia with a total of 4 years of industry experience. Nesselrodt works at Captrust. Over the course of their career, Nesselrodt has held roles at Lpl Financial Corporation, Rogers Financial Group, Inc, Capfinancial Securities, LLC, Pensionmark Financial Group, LLC Dba/ Rogers Financial, Pensionmark Securities, LLC, Capfinancial Securities LLC and Capfinancial Partners LLC (Captrust). Nesselrodt maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina and Virginia. Captrust is a financial advisory firm operating out of Raleigh, NC. It has offices in 69 locations and a total of 1,338 people on staff. It has $715 billion in assets across its 76,254 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 136 charitable organizations. Of its 76,254 accounts, 33% are held by high-net-worth clients who have at least $1 million in investable assets. The firm performs a number of services, such as 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. Fees charged by financial advisors largely are based on the type of services provided. However, fees billed by Captrust can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
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
Jenifer Nesselrodt Work History
Jenifer has been registered as a financial advisor for 4 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Pensionmark Securities, LLC
Pensionmark Financial Group, LLC Dba/ Rogers Financial
Rogers Financial Group, Inc
Capfinancial Securities, LLC
Lpl Financial Corporation
*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 Jenifer Nesselrodt 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
Raleigh, NC
Brentwood, TN
Marietta, GA
Raleigh, NC
Raleigh, NC
Clarkston, MI
Raleigh, NC
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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