Merrill
47yrs
Top advisor by experience in Alexandria
New
Jaylen Thomas
Financial advisor at Captrust
Jaylen Thomas is a fiduciary financial advisor in Alexandria, Virginia, registered since Dec 2025. Jaylen has been with Captrust since 2026. Captrust offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 366 advisors with offices in Alexandria, and one of 348 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office330 John Carlyle Street Suite 400, Alexandria, VA 22314
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowCaptrustCurrent firm
Contact Jaylen
Local office(703) 535-5300Ask for Jaylen. (919) 870-6822Main office · Raleigh, NC 330 John Carlyle Street Suite 400Alexandria, VA 22314Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jaylen
Tailored to Jaylen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jaylen
How do I contact Jaylen?
Call Jaylen’s local office at (703) 535-5300 or the Captrust main office at (919) 870-6822, and ask for Jaylen Thomas.
How long has Jaylen been a financial advisor?
Jaylen is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Jaylen hold?
Series 66. Tap any license on this page to see what it allows.
Is Jaylen a fiduciary?
Jaylen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jaylen paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Jaylen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Truist Advisory Services
47yrs
Top 1% by experience in Virginia
Morgan Stanley
46yrs
Top 1% by experience in Virginia
Wells Fargo Advisors
46yrs
Top 1% by experience in Virginia
Rockbridge Asset Management
46yrs
Top 1% by experience in Virginia
First Georgetown Securities
45yrs
Top 1% by experience in Virginia