Jeffrey Thomas Loehwing

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Inactive

Investment adviser registration

Active

Exams passed (5)

Series 66Series 63SIESeries 7Series 6

Registered states (1)

Pennsylvania

Years in the industry (source record)

32

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

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 (17)

From the source registration record · current first

• CaptrustCurrent

  Allentown, PA · IA capacity
  Apr 9, 2015 → present
• Capfinancial Securities, LLC.

  BD capacity
  Nov 4, 2010 → May 24, 2024
• Captrust Financial Advisors Or "captrust"

  IA capacity
  Nov 5, 2010 → Apr 9, 2015
• Nrp Financial, Inc.

  BD capacity
  Oct 23, 2009 → Sep 30, 2010
• Walnut Street Securities, Inc.

  BD capacity
  Jul 1, 2009 → Oct 29, 2009
• Walnut Street Securities, Inc.

  IA capacity
  Jul 1, 2009 → Oct 29, 2009
• Nfp Securities, Inc.

  BD capacity
  Jan 14, 2008 → May 28, 2009
• Nfp Securities, Inc.

  IA capacity
  Jan 14, 2008 → May 28, 2009
• M Holdings Securities, Inc.

  BD capacity
  Apr 24, 2006 → Oct 16, 2007
• Molewski Financial Partners

  IA capacity
  Apr 18, 2007 → Oct 15, 2007
• Adp Broker-Dealer, Inc.

  BD capacity
  May 16, 1996 → Oct 10, 1996
• Metropolitan Life Insurance Company

  BD capacity
  Feb 3, 1995 → Mar 27, 1996
• Metlife Securities Inc.

  BD capacity
  Feb 3, 1995 → Mar 27, 1996
• Pruco Securities Corporation

  BD capacity
  Sep 3, 1994 → Nov 30, 1994
• Tfs Securities, Inc.

  BD capacity
  Apr 6, 1994 → Jul 25, 1994
• Metlife Securities Inc.

  BD capacity
  Mar 21, 1994 → Apr 6, 1994
• Metropolitan Life Insurance Company

  BD capacity
  Jan 18, 1994 → Apr 6, 1994

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.