Niva WealthLet’s talk

Jefferson Jewell

Chief Operating Officer / at The Caprock Group

Investment adviser registrationBoise, IDSEC record checked 18 October 2026

15
Years in the industry
15
Years at the firm
1
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Jefferson Jewell is Chief Operating Officer / of The Caprock Group, LLC, a Boise investment adviser managing $12.5B. Jefferson Jewell has been registered through The Caprock Group since 27 June 2011, has 15 years in the industry across 1 firm and has passed the Series 65.

Role at The Caprock Group

Title on Schedule A
Chief Operating Officer /
Control
Jefferson Jewell is a control person of The Caprock Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jefferson Jewell has held the filed role since September 2015.

The firm

The Caprock Group, LLC
Boise, ID

Form ADV filed 7 August 2026

$12.5B AUM436 clients38 advisers10 offices

Career on record

Jefferson Jewell has been registered through The Caprock Group since June 2011.

Firms and exams, newest first
  1. The Caprock Group, LLCCurrent
    – present · 15 years
    Boise, ID · Adviser representative · Firm CRD 124272
  2. Passed Series 65 · 2011

Registrations and exams

Jefferson Jewell has a current investment-adviser registration in Idaho and has passed 1 qualifying exam.

Idaho27 June 2011
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6525 June 2011
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Jefferson Richard Jewell
CRD
5918668
Firm
The Caprock Group, LLC
Registration status
Investment adviser registration
Office
800 WEST MAIN STREET, SUITE 1150, Boise, ID 83702

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Jefferson Jewell is Caprock’s chief operating officer and chief compliance officer. Before joining Caprock, he worked as a corporate lawyer and entrepreneur. Jefferson Jewell - Caprock

Education

Common questions

Where does Jefferson Jewell work?

Jefferson Jewell has been Chief Operating Officer / of The Caprock Group, LLC since September 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 7 August 2026

Is Jefferson Jewell a financial advisor?

Yes. Jefferson Jewell has a current investment-adviser registration in Idaho, through The Caprock Group since June 2011, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Jefferson Jewell have?

Jefferson Jewell has worked in the financial industry for 15 years as of 18 October 2026, counted from 26 June 2011, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Jefferson Jewell passed?

Jefferson Jewell passed the Series 65 in June 2011.

Source: IAPD individual record, checked 18 October 2026

Where is Jefferson Jewell based?

Jefferson Jewell’s registered office is in Boise, ID.

Source: IAPD individual record, checked 18 October 2026

Leadership at The Caprock Group

Sources

  1. IAPD individual record, CRD 5918668. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of The Caprock Group, LLC, filed 7 August 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jefferson Jewell or The Caprock Group, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.