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Jennifer E Stevens

Captrust

Boston, MA

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-03-11
  • MA RA
    APPROVED
    Since 2021-03-11

Branch Locations

One Liberty Square 13Th Floor, Boston, MA 02109 • 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
Cammack Larhette Brokerage, Inc. Wellesley MA 02/2008 02/2021
Cammack Larhette Advisors, Llc Wellesley MA 11/2011 02/2021
Capfinancial Partners Llc (Captrust) Raleigh NC 02/2021 Present
Capfinancial Securities Llc Raleigh NC 05/2021 Present
  • 02/2008 → 02/2021
    Cammack Larhette Brokerage, Inc.
    Wellesley, MA
  • 11/2011 → 02/2021
    Cammack Larhette Advisors, Llc
    Wellesley, MA
  • 02/2021 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2021 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2012-06-19 → 2021-05-18
    Cammack Retirement Group
    Wellesley, MA
Other Businesses

1. Anna Maria College, non-investment related, 50 Sunset Lane, Paxton, MA 01612, College, Adjunct Professor, start date 10.30.17, 5 non-trading hours per week, teaching business related classes online. 2. American International College, non-investment related, 1000 State Street Springfield, MA 01109, Adjunct Professor, start date July 3, 2026, 20 to 40 hours/month, 0 hours during securities trading hours, nature of other business: higher education/teaching business related classes online.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-13
S63 Uniform Securities Agent State Law Examination 2008-04-28
  • S65 Uniform Investment Adviser Law Examination
    2012-06-13
  • S63 Uniform Securities Agent State Law Examination
    2008-04-28
Other Names
  • Jennifer E Tufts
  • Jennifer E Tufts

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