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Jonas Benjamin Rees

Captrust Wealth Advisors

Holland, MI

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Current Employers
Captrust Wealth Advisors

85 E 8Th Street Suite 150, Holland, MI 49423 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-10-31
  • MI RA
    APPROVED
    Since 2022-10-31

Branch Locations

85 E 8Th Street Suite 150, Holland, MI 49423 • 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
Well Done, Llc Dba Captrust Wealth Advisors Holland MI 06/2022 09/2025
Well Done, Llc Dba Captrust Wealth Advisors Holland MI 09/2020 05/2022
Full-Time Student Holland MI 10/2013 05/2022
Well Done, Llc Dba Captrust Wealth Advisors Holland MI 09/2025 05/2026
Well Done, Llc Dba Captrust Wealth Advisors Holland MI 05/2026 Present
  • 06/2022 → 09/2025
    Well Done, Llc Dba Captrust Wealth Advisors
    Holland, MI
  • 09/2020 → 05/2022
    Well Done, Llc Dba Captrust Wealth Advisors
    Holland, MI
  • 10/2013 → 05/2022
    Full-Time Student
    Holland, MI
  • 09/2025 → 05/2026
    Well Done, Llc Dba Captrust Wealth Advisors
    Holland, MI
  • 05/2026 → Present
    Well Done, Llc Dba Captrust Wealth Advisors
    Holland, MI
Other Businesses

Freedom for Men, non-investment related; non-profit to provide addiction support and counseling; Board Member/ Treasurer; 4 hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-31
  • S65 Uniform Investment Adviser Law Examination
    2022-10-31

View on SEC IAPD

Other Firms

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CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GASAWAY INVESTMENT ADVISORS, INC.
ADVISORY ALPHA, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MICHAEL JON NAGELVOORT
Joseph Alan Meckley
Steve Lee Townsend
Kurtis L Kamminga
Jeremy A. Kessler
Richard E Vesnic
NATHAN RYAN LAPHAM
SCOTT JAMES REED

Other Offices

LPL FINANCIAL LLC · HOLLAND, MI
EDWARD JONES · HOLLAND, MI
CHARLES SCHWAB & CO., INC. · Holland, MI
J.P. MORGAN SECURITIES LLC · HOLLAND, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Holland, MI
GASAWAY INVESTMENT ADVISORS, INC. · ZEELAND, MI
ADVISORY ALPHA, LLC · HOLLAND, MI
WELLS FARGO CLEARING SERVICES, LLC · HOLLAND, MI

More in Holland, MI

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