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Jefferson Richard Jewell

THE CAPROCK GROUP, LLC·BOISE, Idaho
Series 65Clean record15 years registeredTHE CAPROCK GROUP, LLC
800 WEST MAIN STREET, BOISE, ID 83702CRD# 5918668Firm CRD# 124272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jefferson Richard Jewell · BOISE, ID
Registration
CRD #5918668 · THE CAPROCK GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

THE CAPROCK GROUP, LLC
Jun 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 27, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE CAPROCK GROUP, LLC
CRD 124272 · SEC 801-61642
AUM
$9.4B
Regulatory assets under management
Employees
63
386 client accounts
Services offered by THE CAPROCK GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at THE CAPROCK GROUP, LLC →
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05

Frequently Asked Questions

What services does Jefferson Richard Jewell offer?
Jefferson Richard Jewell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOISE, Idaho for a consultation.
What are Jefferson Richard Jewell's credentials?
Jefferson Richard Jewell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jefferson Richard Jewell located?
Jefferson Richard Jewell is based in BOISE, Idaho, working with THE CAPROCK GROUP, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does Jefferson Richard Jewell charge for services?
Jefferson Richard Jewell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE CAPROCK GROUP, LLC?
THE CAPROCK GROUP, LLC has approximately 63 employees and manages $9.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE CAPROCK GROUP, LLC

Gregory Aaron Brown
BOISE, ID
David Alan Otander
BOISE, ID
James Richard Rock
BOISE, ID
Alferd Craig Olson
BOISE, ID
Jeffrey Michael Gumeson
BOISE, ID
Mark Kenneth Gustafson
BOISE, ID

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