Jeffrey Ray
Investment adviser representative at Captrust
10 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
10 years in the industry.
- CaptrustMar 2025 to now
- Capfinancial Partners LLC (captrust)May 2024 to now
- Full Time Student - CollegeAug 2023 to May 2024
- Rkl LLPJun 2023 to Aug 2023
- Full Time Student - CollegeAug 2022 to Jun 2023
- Dick's Sporting GoodsJun 2022 to Aug 2022
- Full Time Student - CollegeAug 2021 to Jun 2022
- Dicks Sporting GoodsJun 2021 to Aug 2021
- Full Time Student - CollegeJun 2020 to Jun 2021
- Weis Super Market'sJul 2019 to Feb 2020
- Full Time Student - High SchoolJan 2018 to Jun 2020
- Full Time Student - High SchoolJan 2017 to Dec 2017
- Full Time Student - High SchoolJan 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7946172
- Firm CRD
- 175112