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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

JACOB RAWLINGS

Advisor at CAPTRUST

Alexandria, VA

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Search this name across graphsid dfx:ria:16215708-2670-ebe3-d5eb-ed7dcc8ab164

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 6, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 9, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 9, 2011
First registration: Oct 6, 2011
Dual registered: yes, broker-dealer
Other names: JACOB RAWLINGS|JACOB Robert RAWLINGS
IAPD individual key: 5947033

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Dec 20, 2024	n/a	yes	Alexandria, VA	Current employment
CAMPBELL WEALTH MANAGEMENT, INC.	Former SEC adviser	Jul 24, 2018	Mar 28, 2025	no	ALEXANDRIA, VA	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	May 5, 2017	Apr 23, 2018	no	Washington, DC\|MCLEAN, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 12, 2014	May 3, 2017	no	ARLINGTON, VA\|MCLEAN, VA\|COLUMBIA, MD\|ARLINGTON, VA\|MCLEAN, VA\|ARLINGTON, VA\|COLUMBIA, MD	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 6, 2011	Sep 3, 2014	no	PHILADELPHIA, PA\|TYSONS CORNER, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMPBELL WEALTH MANAGEMENT, INC.	Captrust	Mar 28, 2025	Dec 20, 2024	-98	Firm change after gap	Other
CAPITAL ONE ADVISORS, LLC	CAMPBELL WEALTH MANAGEMENT, INC.	Apr 23, 2018	Jul 24, 2018	92	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	CAPITAL ONE ADVISORS, LLC	May 3, 2017	May 5, 2017	2	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	WELLS FARGO ADVISORS	Sep 3, 2014	Sep 12, 2014	9	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
152956:175112:VA:2025-03-28	Mar 28, 2025	Dec 20, 2024	ALEXANDRIA, VA	Firm change after gap

Relationships

Registered with (5)

→ CAPTRUSTRegistered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ CAMPBELL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 24, 2018 to Mar 28, 2025factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
May 5, 2017 to Apr 23, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 12, 2014 to May 3, 2017factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 6, 2011 to Sep 3, 2014factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Jacob Rawlings left Campbell Wealth Management, Inc. for Captrust (registered 2024-12-20)
Form ADVobserved 5 days ago