Jacob Meyer

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

• 11/2017 → 10/2019
  Shenandoah Valley Juvenile Center
  Staunton, VA
• 08/2018 → 10/2019
  Cave Ridge Vineyards
  Mt Jackson, VA
• 05/2015 → 11/2017
  Wedgewood Christian Services
  Grand Rapids, MI
• 10/2019 → 04/2023
  Valic Financial Advisors, Inc.
  North Chesterfield, VA
• 12/2022 → 04/2023
  Agia
  Houston, TX
• 05/2023 → 01/2024
  Lake Michigan Credit Union
  Zeeland, MI
• 05/2023 → 01/2024
  Lpl Financial Llc
  Zeeland, MI
• 02/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 02/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2023-05-10 → 2024-01-22
  Lpl Financial Llc
  Zeeland, MI
  Zeeland, MI
  San Diego, CA
  Zeeland, MI
• 2019-11-25 → 2023-04-21
  Valic Financial Advisors, Inc.
  North Chesterfield, VA

Other Businesses

1) Ebay Seller, non-investment related, Buyer and Seller of collectables on Ebay and Shopify, Jenison, MI- start date 01/01/2012, 30hrs/month outside of securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-21