Ryan Gregory Jantzen
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- Series 66Series 63SIESeries 31Series 7
- Registered states (9)
- California · Colorado · Idaho · Illinois · Kentucky · Nevada · North Carolina · Utah · Washington
- Years in the industry (source record)
- 35
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 2164209 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Captrust
- Firm CRD
- 175112
- SEC number
- 801-62193
- Assets under management
- $1.2T as of May 27, 2026
- Website
- www.linkedin.com/COMPANY/CAPTRUST ↗
- Phone
- 919-870-6822
- Firm location
- Raleigh, NC, 27609
Employment history (9)
From the source registration record · current first
-
Mar 1, 2021 → present
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Mar 1, 2021 → present
-
Wells Fargo Advisors Financial Network, LLCIA capacityJun 15, 2009 → Mar 5, 2021
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Wells Fargo Advisors Financial Network, LLCBD capacityFeb 26, 2009 → Mar 5, 2021
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Allstate Financial Services, LLCBD capacityJun 7, 2002 → Mar 2, 2009
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London Pacific AdvisorsIA capacityJul 8, 1997 → Jun 7, 2002
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London Pacific Securities, Inc.BD capacityDec 9, 1994 → May 30, 2002
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Ids Life Insurance CompanyBD capacityOct 16, 1991 → Dec 12, 1994
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American Express Financial Advisors Inc.BD capacityOct 16, 1991 → Dec 12, 1994
Source & corrections
Where this page comes from
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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.