Jeffrey Scott Freiser

CRD 4015302 · Captrust · Tampa, FL

IA RegisteredBroker

Also appears in the source record as: Jeff Freiser

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 26SIESeries 7Series 6
Registered states (2): Florida · North Carolina
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 4015302 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 (17)

From the source registration record · current first

CaptrustCurrent
Tampa, FL · IA capacity

Nov 29, 2021 → present
Capfinancial Securities, LLC.Current
Tampa, FL · BD capacity

Nov 4, 2021 → present
Raymond James Financial Services Advisors, Inc
IA capacity

Jun 11, 2021 → Oct 29, 2021
Raymond James Financial Services, Inc.
BD capacity

May 25, 2021 → Oct 29, 2021
Advice And Planning Services
IA capacity

Nov 20, 2014 → Nov 13, 2020
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Nov 19, 2014 → Nov 13, 2020
M Holdings Securities, Inc.
IA capacity

Feb 12, 2014 → Sep 30, 2014
M Holdings Securities, Inc.
BD capacity

Feb 11, 2014 → Sep 30, 2014
Mml Investors Services, LLC
IA capacity

Jan 24, 2012 → Feb 14, 2014
Mml Investors Services, LLC
BD capacity

Jan 18, 2012 → Feb 14, 2014
Suntrust Investment Services, Inc.
IA capacity

Sep 18, 2002 → Dec 5, 2011
Suntrust Investment Services, Inc.
BD capacity

Jul 2, 2002 → Dec 5, 2011
Ids Life Insurance Company
BD capacity

Jun 14, 2001 → Jul 5, 2002
American Express Financial Advisors Inc.
BD capacity

Jun 14, 2001 → Jul 5, 2002
American Express Financial Advisors, Inc.
IA capacity

Jun 14, 2001 → Jul 5, 2002
Morgan Stanley Dw Inc.
BD capacity

Apr 19, 2001 → May 23, 2001
T. Rowe Price Investment Services, Inc.
BD capacity

Dec 1, 1999 → Apr 11, 2001

Source & corrections

Where this page comes from

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