Jolynn Davis

CRD 4800831

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2023-12-20

MN RA
APPROVED

Since 2023-12-20

Branch Locations

Monticello, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mml Distributors, Llc	Braintree	MA	05/2014	01/2021
Gwfs Equities, Inc.	Irvine	CA	01/2021	06/2023
Capfinancial Securities Llc	Raleigh	NC	06/2023	Present
Capfinancial Partners Llc (Captrust)	Raleigh	NC	06/2023	Present

05/2014 → 01/2021

Mml Distributors, Llc

Braintree, MA
01/2021 → 06/2023

Gwfs Equities, Inc.

Irvine, CA
06/2023 → Present

Capfinancial Securities Llc

Raleigh, NC
06/2023 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2008-09-19 → 2011-02-22

Alerus Investment Advisors Corporation

Minnetonka, MN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-20
S66	Uniform Combined State Law Examination	2008-09-18

S65 Uniform Investment Adviser Law Examination

2023-12-20
S66 Uniform Combined State Law Examination

2008-09-18

Other Names

Jolynn Marie Koering
Jolynn Marie Luukkonen
Jolynn Marie Luukkonen
Jolynn Marie Davis

View on SEC IAPD

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