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Jenifer Heatwole Nesselrodt

Captrust

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About Jenifer Heatwole Nesselrodt

Jenifer Nesselrodt is an investment advisor representative at Captrust. Jenifer has been in the financial services industry since 2000. Jenifer has worked at several firms including Edward Jones, Securities America, Inc., Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc.. Jenifer is a registered investment advisor in North Carolina and Virginia. Jenifer holds the Series 63, Series 65, Series 7, and SIE licenses. Jenifer's areas of expertise include financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Jenifer Nesselrodt is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jenifer Nesselrodt’s Registration & Firm History

VA

02/13/2019 - Present

Captrust (Harrisonburg VA)

VA

01/17/2019 - 09/04/2024

CAPFINANCIAL SECURITIES, LLC. (Harrisonburg VA)

VA

09/01/2017 - 02/13/2019

PENSIONMARK SECURITIES, LLC (Harrisonburg VA)

VA

09/21/2015 - 09/01/2017

CAPFINANCIAL SECURITIES, LLC. (Harrisonburg VA)

VA

11/30/2010 - 09/29/2015

LPL FINANCIAL LLC (HARRISONBURG VA)

VA

11/19/2007 - 11/30/2010

NRP FINANCIAL, INC. (HARRISONBURG VA)

VA

03/21/2005 - 11/27/2007

SECURITIES AMERICA, INC. (HARRISONBURG VA)

CA

08/01/2003 - 03/03/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

07/24/2003 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

MO

07/11/2000 - 06/16/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 03/29/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jenifer Heatwole Nesselrodt.
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