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RIA / WealthAdvisorCertified Financial Planner19 years in industry

Jenny May Hood

Advisor at CAPTRUST

Sacramento, CA

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Search this name across graphsid dfx:ria:68141219-804d-73bc-fed7-e65c27c5610d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 15, 2019 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: Sep 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 11, 2018
First registration: Feb 15, 2019
Dual registered: no
Other names: JENNY M RICKS|JENNY M HOOD
IAPD individual key: 4969368

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	Apr 13, 2023	n/a	yes	Sacramento, CA	Current employment
ST. CLAIR FINANCIAL	Independent wealth	Mar 10, 2021	Feb 24, 2023	no	ROSEVILLE, CA	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 11, 2019	Jan 25, 2021	no	SACRAMENTO, CA	Previous registration
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Feb 15, 2019	May 20, 2019	no	Sacramento, CA	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
ST. CLAIR FINANCIAL	Captrust	Feb 24, 2023	Apr 13, 2023	48	Firm change	Other
OSAIC WEALTH, INC.	ST. CLAIR FINANCIAL	Jan 25, 2021	Mar 10, 2021	44	Firm change	Ibd to RIA
COMMONWEALTH FINANCIAL NETWORK	OSAIC WEALTH, INC.	May 20, 2019	Jun 11, 2019	22	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Apr 13, 2023 to presentfactForm ADV
→ ST. CLAIR FINANCIALRegistered adviserregistration: previous registration
Mar 10, 2021 to Feb 24, 2023factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 11, 2019 to Jan 25, 2021factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Feb 15, 2019 to May 20, 2019factForm ADV

Dated events

Occurred
Feb 24, 2023
Advisor changed firm
Jenny May Hood left St. Clair Financial for Captrust (registered 2023-04-13)
Form ADVobserved 5 days ago