Amber Judah Pearson
Investment adviser representative at Captrust
14 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
14 years in the industry.
- CaptrustJan 2026 to now
- Capfinancial Partners, LLC. (captrust)Dec 2025 to now
- Capfinancial Securities, LLC.Dec 2025 to now
- UnemployedNov 2025 to Dec 2025
- Kestra Advisory Services, LLCMay 2025 to Jul 2025
- Kestra Investment Services, LLCMay 2025 to Jul 2025
- American Income LifeJul 2023 to Oct 2025
- Sanctuary Securities, Inc.Feb 2022 to Jul 2023
- Santuary Advisors LLCFeb 2022 to Jul 2023
- Edward JonesDec 2021 to Feb 2022
- Merrill Lynch, Pierce, Fenner & SmithApr 2020 to Nov 2021
- JP Morgan Securities LLCMar 2018 to Mar 2020
- JPMorgan Chase Bank NAOct 2017 to Mar 2020
- JP Morgan Securities LLCMar 2011 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6140666
- Firm CRD
- 175112