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Inactive

Jared A Milhoan

Captrust

Uniontown, OH

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-02-01
  • OH RA
    APPROVED
    Since 2022-02-01

Branch Locations

1640 Corporate Woods Circle, Uniontown, OH 44685 • 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 05/2019 Present
Cornerstone Capital Advisors Uniontown OH 06/2015 05/2019
  • 05/2019 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 06/2015 → 05/2019
    Cornerstone Capital Advisors
    Uniontown, OH
Designations

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh
Ian Thomas Dillard
Stewart Michael Schmidt
Aaron Joseph Daines
Mark William Fearigo
Mark A Muntean

Other Offices

J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH
ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH
MML INVESTORS SERVICES, LLC · Green, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH
LPL ENTERPRISE, LLC · UNIONTOWN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Green, OH

More in Uniontown, OH

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