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Elisabeth Loeb Jacobson

Captrust

Lone Tree, CO

Raleigh, NC

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-11-25
TX RA APPROVED 2020-11-25
  • CO RA
    APPROVED
    Since 2020-11-25
  • TX RA
    APPROVED
    Since 2020-11-25

Branch Locations

9892 Rosemont Ave. Suite 100, Lone Tree, CO 80124 • United States

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
Cherry Hills Investment Advisors Inc Greenwood Village CO 05/2014 06/2017
Shine Investment Advisory Services Inc Lone Tree CO 06/2017 11/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2020 Present
  • 05/2014 → 06/2017
    Cherry Hills Investment Advisors Inc
    Greenwood Village, CO
  • 06/2017 → 11/2020
    Shine Investment Advisory Services Inc
    Lone Tree, CO
  • 11/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2017-11-17 → 2020-12-31
    Shine Wealth Partners
    Lone Tree, CO
  • 2014-11-24 → 2017-01-27
    Cherry Hills Investment Advisors, Inc.
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-11-24
  • S65 Uniform Investment Adviser Law Examination
    2014-11-24
Other Names
  • Elisabeth Louise Loeb

View on SEC IAPD

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Other Investors

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BRIANNA MARIE MATHIS
JESSICA DIEM HUYNH CURTIS
ANDRINA UPTMORE
ALYSSA ARMIDA EVANS
JARON CAPPOS
ANDREW KIM

Other Offices

STRATEGIC ADVISERS LLC · LONE TREE, CO
LPL FINANCIAL LLC · CENTENNIAL, CO
STRATEGIC ADVISERS LLC · CENTENNIAL, CO
LPL ENTERPRISE, LLC · ENGLEWOOD, CO
PALLER FINANCIAL SERVICES, INC. · CENTENNIAL, CO
OSAIC ADVISORY SERVICES, LLC · Centennial, CO
ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO

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