Jennifer Doss, financial advisor Raleigh NC

Jennifer Doss

CRD Number: 5281161
Current Firm: Captrust

Jennifer Doss (CRD# 5281161) is an Investment Advisor Representative working at Captrust in Raleigh, NC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Capfinancial Securities LLC Raleigh, NC Aug 2007 - Current 16
Capfinancial Partners Llc (captrust) Raleigh, NC Aug 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Jennifer R. Doss
Phone Number: 919-870-6822
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY

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