Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family Office

Adviser and broker representative · Captrust

Jon E. Strickland

CRD 4517966 · Raleigh, NC

At a glance

Jon E. Strickland is an investment adviser representative with Captrust in Raleigh, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jon’s SEC record dates to 2015, about 11 years ago. Jon is also registered as a broker representative.

Current advisory firm

  • CaptrustSince April 2015Raleigh, NC · $1.24T in regulatory assets

SEC adviser record

Registered since
2015 (11 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Jon’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

More at Captrust

Every advisor at Captrust →Captrust: assets, clients and custodians →CAPTRUST news, moves and payouts →Financial advisors in Raleigh, NC →Every Captrust advisor in Raleigh →Advisor Moves: who changed firms this week →