Jeanne Kelsey Fritchley

CRD 2831489 · Captrust · Charlotte, NC

IA RegisteredBroker

Also appears in the source record as: Jeanne Marie Kelsey

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 65Series 63Series 14Series 4Series 24Series 99TOSIESeries 7
Registered states (1): North Carolina
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (11)

From the source registration record · current first

Capfinancial Securities, LLC.Current
Charlotte, NC · BD capacity

Oct 16, 2025 → present
CaptrustCurrent
Charlotte, NC · IA capacity

Mar 5, 2025 → present
Carolinas Investment Consulting LLC
BD capacity

Apr 2, 2001 → Dec 2, 2025
Carolinas Wealth Consulting LLC
IA capacity

May 11, 2019 → Jul 14, 2025
Carolinas Investment Consulting LLC
IA capacity

Jul 25, 2016 → Dec 31, 2016
First Union Securities, Inc.
BD capacity

Oct 1, 1999 → May 18, 2001
Carolinas Investment Consulting LLC
IA capacity

Apr 28, 2009 → Apr 17, 2001
First Union Capital Markets Corp.
BD capacity

Aug 27, 1998 → Oct 1, 1999
Cadaret, Grant & Co., Inc.
BD capacity

Jan 2, 1998 → Jul 30, 1998
Vanguard Marketing Corporation
BD capacity

Jun 12, 1998 → Jul 27, 1998
Aig Equity Sales Corp.
BD capacity

Dec 17, 1996 → Jan 2, 1998

Source & corrections

Where this page comes from

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