Best Investors Account Sign in
Inactive

Raymond Jack Irons

Captrust

Raleigh, NC

CRD 7095782

Claim This Profile
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
NC RA APPROVED 2024-07-22
  • NC RA
    APPROVED
    Since 2024-07-22

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • 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
Capfinancial Partners Llc (Captrust) Raleigh NC 05/2021 Present
Capalbo Remodeling And Construction Pawleys Island SC 01/2021 05/2021
Southwest Viginia Lacrosse Officials Association Roanoke VA 03/2014 01/2020
N/A N/A XX 02/2020 12/2020
  • 05/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 01/2021 → 05/2021
    Capalbo Remodeling And Construction
    Pawleys Island, SC
  • 03/2014 → 01/2020
    Southwest Viginia Lacrosse Officials Association
    Roanoke, VA
  • 02/2020 → 12/2020
    N/A
    N/A, XX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-24
  • S65 Uniform Investment Adviser Law Examination
    2025-01-24
Designations
  • Certified Financial Planner
Other Names
  • Raymond Jack Irons

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Raleigh, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor