Amber Judah Pearson

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

• 03/2011 → 10/2017
  Jp Morgan Securities Llc
  Ft Worth, TX
• 10/2017 → 03/2020
  Jpmorgan Chase Bank Na
  Granbury, TX
• 03/2018 → 03/2020
  Jp Morgan Securities Llc
  Granbury, TX
• 04/2020 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith
  Fort Worth, TX
• 12/2021 → 02/2022
  Edward Jones
  St Louis, MO
• 02/2022 → 07/2023
  Sanctuary Securities, Inc.
  Ft Worth, TX
• 02/2022 → 07/2023
  Santuary Advisors Llc
  Ft Worth, TX
• 07/2023 → 10/2025
  American Income Life
  Joshua, TX
• 05/2025 → 07/2025
  Kestra Investment Services, Llc
  Fort Worth, TX
• 05/2025 → 07/2025
  Kestra Advisory Services, Llc
  Fort Worth, TX
• 12/2025 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC
• 12/2025 → Present
  Capfinancial Securities, Llc.
  Raleigh, NC
• 11/2025 → 12/2025
  Unemployed
  Joshua, TX

Previous Registrations

• 2025-05-28 → 2025-07-11
  Kestra Advisory Services, Llc
  Austin, TX
  Fort Worth, TX
• 2022-02-28 → 2023-07-10
  Sanctuary Advisors, Llc
  Miami, FL
  Ft. Worth, TX
• 2021-12-14 → 2022-02-07
  Edward Jones
  Burleson, TX
  St Louis, MO
  Joshua, TX
• 2020-04-02 → 2021-11-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2018-04-17 → 2020-04-08
  J.P. Morgan Securities Llc
  Granbury, TX
• 2013-02-13 → 2017-10-11
  J.P. Morgan Securities Llc
  Fort Worth, TX
  Ft. Worth, TX
  Ft. Worth, TX
  Benbrook, TX
  Ft. Worth, TX
  Granbury, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-02-05

Other Names

• Amber Nicole Judah