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Jacob Rawlings

Captrust

Alexandria, VA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-12-20
  • VA RA
    APPROVED
    Since 2024-12-20

Branch Locations

330 John Carlyle Street Suite 400, Alexandria, VA 23114 • 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
OrganizationCityStateFromTo
Wells Fargo Bank, Na Arlington VA 09/2014 04/2017
Wells Fargo Advisors, Llc Arlington VA 09/2014 11/2016
Wells Fargo Clearing Services, Llc Arlington VA 11/2016 04/2017
Capital One Investing, Llc Washington DC 05/2017 04/2018
Lpl Financial Llc Alexandria VA 04/2018 10/2018
Campbell Wealth Management, Inc. Alexandria VA 04/2018 12/2024
Madison Avenue Securities, Llc San Diego CA 10/2018 12/2024
Capfinancial Partners Llc (Captrust) Raleighq NC 12/2024 Present
Capfinancial Securities Llc Raleigh NC 12/2024 Present
  • 09/2014 → 04/2017
    Wells Fargo Bank, Na
    Arlington, VA
  • 09/2014 → 11/2016
    Wells Fargo Advisors, Llc
    Arlington, VA
  • 11/2016 → 04/2017
    Wells Fargo Clearing Services, Llc
    Arlington, VA
  • 05/2017 → 04/2018
    Capital One Investing, Llc
    Washington, DC
  • 04/2018 → 10/2018
    Lpl Financial Llc
    Alexandria, VA
  • 04/2018 → 12/2024
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 10/2018 → 12/2024
    Madison Avenue Securities, Llc
    San Diego, CA
  • 12/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleighq, NC
  • 12/2024 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2018-07-24 → 2025-03-28
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 2017-05-05 → 2018-04-23
    Capital One Advisors, Llc
    Washington, DC
    Mclean, VA
  • 2014-09-12 → 2017-05-03
    Wells Fargo Clearing Services, Llc
    Arlington, VA
    Mclean, VA
    Columbia, MD
    Arlington, VA
    Mclean, VA
    Arlington, VA
    Columbia, MD
  • 2011-10-06 → 2014-09-03
    Voya Financial Advisors, Inc.
    Philadelphia, PA
    Tysons Corner, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-03
S63 Uniform Securities Agent State Law Examination 2011-08-09
  • S65 Uniform Investment Adviser Law Examination
    2011-10-03
  • S63 Uniform Securities Agent State Law Examination
    2011-08-09
Other Names
  • Jacob Rawlings
  • Jacob Robert Rawlings

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
THE EDGAR LOMAX COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

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