Jan Joseph Rezler

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-03-01

NY RA
APPROVED

Since 2021-03-01

Branch Locations

Plainview, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cammack Larhette Brokerage, Inc.	New York	NY	05/2005	02/2021
Cammack Larhette Advisors, Llc	New York	NY	10/2010	02/2021
Capfinancial Partners Llc (Captrust)	Raleigh	NC	02/2021	Present
Capfinancial Securities Llc	Raleigh	NC	05/2021	Present

05/2005 → 02/2021

Cammack Larhette Brokerage, Inc.

New York, NY
10/2010 → 02/2021

Cammack Larhette Advisors, Llc

New York, NY
02/2021 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC
05/2021 → Present

Capfinancial Securities Llc

Raleigh, NC

Previous Registrations

2011-03-08 → 2021-05-18

Cammack Retirement Group

Wellesley, MA

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-10-01
S63	Uniform Securities Agent State Law Examination	1995-10-27

S65 Uniform Investment Adviser Law Examination

2010-10-01
S63 Uniform Securities Agent State Law Examination

1995-10-27

Other Names

Jan Joseph Rezler
Jan J Rezler

View on SEC IAPD