Jocelyn Hibshman
Investment adviser representative at Captrust
22 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Katama Securities LLCJul 2026 to now
- Act Capital Markets, Inc.Mar 2026 to now
- CaptrustJan 2021 to now
- Capfinancial Partners, LLC. (captrust)Jan 2021 to now
- Capfinancial Securities LLCJan 2021 to now
- Securities Compliance ManagementAug 2020 to now
- Capfinancial Partners, LLC. (captrust)May 2020 to Aug 2020
- First Allied Securities, Inc.May 2008 to May 2020
- Lakeside Wealth Management Group, LLCMar 2006 to Jun 2020
- Lakeside Financial GroupJan 2004 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (IN).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2836858
- Firm CRD
- 175112