Janeen Capriotti, financial advisor Columbus OH
93 score

Janeen Capriotti

CRD Number: 1886087
Current Firm: Edelman Financial Services, LLC

Janeen Capriotti (CRD# 1886087) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Columbus, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Columbus, OH Apr 2016 - Current < 1
Sanders Morris Harris Inc. Houston, TX Aug 2011 - Current 5
Edelman Financial Services LLC Fairfax, VA Aug 2011 - Current 5
Annuity Marketing Group Columbus, OH Oct 2004 - Apr 2011 6
Sigma Financial Corporation Ann Arbor, MI Mar 2009 - Mar 2010 1
Spc Ann Arbor, MI Mar 2009 - Mar 2010 1
Wunderlich Securities, Inc. Hartville, OH Mar 2007 - Jan 2009 1
Capital Securities Of America, Inc. Hartville, OH Sep 2006 - Jan 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Janeen A. Capriotti
Phone Number: 703-818-0800
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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