Jefferson Richard Jewell

Employer firm

The Caprock Group, LLC CRD 124272

$12.5B regulatory AUM 436 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• WEALTH MANAGEMENT & CONSULTING

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

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

Current Employers

Employment History

• 09/2015 → Present
  The Caprock Group Inc.
  Boise, ID
• 09/2015 → Present
  Caprock Management, Llc
  Boise, ID

Other Businesses

LOVELY DOROTHY LLC 2209 S. CROSSCREEK LANE BOISE, ID 83706 NON-INVESTMENT RELATED CONSUMER PRODUCT MANUFACTURING (SPOUSAL COMPANY) BUSINESS ADVISOR JANUARY 2010 - PRESENT DEVOTES 12 HOURS PER MONTH TO THIS BUSINESS, 0 OF WHICH ARE DURING SECURITIES TRADING HOURS OPUS ENERGY LLC 2209 S. CROSSCREEK LANE BOISE, ID 83706 NON-INVESTMENT RELATED ENERGY INVESTMENTS PRESIDENT JUNE 2011 - PRESENT SOURCING PRIVATE ENERGY GENERATION INVESTMENTS DEVOTES 1 HOUR PER MONTH TO THIS BUSINESS, O DURING SECURITIES TRADING HOURS KING BUILDING PARTNERS, LLC 1702 W. FAIRVIEW AVENUE BOISE, ID 83706 NON-INVESTMENT RELATED REAL ESTATE INVESTMENTS MEMBER INVESTMENTS IN COMMERCIAL REAL ESTATE DEVOTES 0 HOURS PER MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-25