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RIA / WealthAdvisor19 years in industry

JASON RAY BRUXVOORT

Advisor at CAPTRUST WEALTH ADVISORS

HOLLAND, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 14, 2007 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 WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 15, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 15, 2007
First registration: Jun 14, 2007
Dual registered: no
Other names: JASON R BRUXVOORT
IAPD individual key: 5306317

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 WEALTH ADVISORS	Independent wealth	Jul 29, 2016	n/a	yes	HOLLAND, MI	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	May 12, 2011	Jul 5, 2016	no	SOUTH HOLLAND, IL	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 26, 2009	Jun 3, 2011	no	ORLAND PARK, IL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jun 14, 2007	Feb 24, 2009	no	ORLAND PARK, IL	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
CETERA INVESTMENT ADVISERS LLC	CAPTRUST WEALTH ADVISORS	Jul 5, 2016	Jul 29, 2016	24	Firm change	Other
MSI FINANCIAL SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Jun 3, 2011	May 12, 2011	-22	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MSI FINANCIAL SERVICES, INC.	Feb 24, 2009	Mar 26, 2009	30	Firm change	Other

Relationships

Registered with (4)

→ CAPTRUST WEALTH ADVISORSRegistered adviserregistration: current employment
Jul 29, 2016 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
May 12, 2011 to Jul 5, 2016factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 26, 2009 to Jun 3, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jun 14, 2007 to Feb 24, 2009factForm ADV

Dated events

No dated event names this entity yet.