Jennifer Renee Doss

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2007 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 08/2007 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2007-05-28 → 2007-07-13
  Ameriprise Financial Services, Llc
  Raleigh, NC

Other Businesses

Name: Jennifer Doss Investment-Related: No. Address: private residence Nature: rental income Position/Title: owner Start: 01/25/2021 Hours/Month: 5 Hours during Market Hours: 0 Duties: property manager

Exams

• S66 Uniform Combined State Law Examination
  2007-05-25

Other Names

• Jennifer Renee Ferrell
• Jennifer Renee Dunbar