James Brazil, financial advisor Tuscaloosa AL

James Brazil

CRD Number: 4607381
Current Firm: Jmf Capstone Wealth Management

James Brazil (CRD# 4607381) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has over 21 years of experience in the finance industry. James Brazil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Renee Allen, financial advisor Tuscaloosa AL
Renee W. Allen
CRD# 4799781
Ameriprise Financial Services, LLC
Similar Advisors
Elizabeth Barnett, financial advisor Tuscaloosa AL
Elizabeth D. Barnett
CRD# 5461307
Osaic Wealth, Inc.
Similar Advisors
John Barrow, financial advisor Tuscaloosa AL
John R. Barrow
CRD# 5533578
Ameriprise Financial Services, LLC
Professional Designations
Company Name Location Dates Years
Jmf Capstone Wealth Management Tuscaloosa, AL Feb 2014 - Current 10
Jamisonmoneyfarmer Pc Tuscaloosa, AL Jan 2014 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for James G. Brazil
Phone Number: 205-349-2050
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    322
    MILLIONS
  • Total Number of Accounts
    460
    ACCOUNTS
  • Average Account Value
    $699,419
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, TX

Ready to hire a financial advisor? Get competitive proposals from James Brazil and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.