John Brandon Carr

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

• 01/2012 → 07/2021
  Fidelity Investment Services, Llc
  Jacksonville, FL
• 07/2018 → 07/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2021 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 10/2021 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2018-07-13 → 2021-08-27
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2013-07-23 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-07-12
• S63 Uniform Securities Agent State Law Examination
  2012-04-23

Designations

• Certified Financial Planner

Other Names

• Brandon Carr