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Jason Scott Garlock

Captrust

Rochester, NY

CRD 7090080

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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:

Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-27
  • NY RA
    APPROVED
    Since 2025-10-27

Branch Locations

500 Linden Oaks Suite 210, Rochester, NY 14625 • 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
Cobblestone Capital Advisors, Llc Rochester NY 06/2001 09/2025
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2025 Present
  • 06/2001 → 09/2025
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 09/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2021-05-05 → 2025-12-31
    Cobblestone Capital Advisors, Llc
    Rochester, NY
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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