Jmf Capstone Wealth Management

Jmf Capstone Wealth Management (CRD# 118296) is a financial advisory firm headquartered in Tuscaloosa, AL. They manage $321,732,900 in 460 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

AL, TX

Financial Advisors at Jmf Capstone Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
James G. Brazil
CRD#: 4607381
2200 Jack Warner Parkway Ne, Suite 300, Tuscaloosa, AL 35401

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.

2
Bryan R. Chandler
CRD#: 6183015
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401

Bryan Chandler (CRD# 6183015) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has 1 year of experience in the finance industry. Bryan Chandler 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.

3
Anita J. Hayes
CRD#: 1185078
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401

Anita Hayes (CRD# 1185078) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has over 9 years of experience in the finance industry.

4
Robert L. Ingram
CRD#: 4504525
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401

Robert Ingram (CRD# 4504525) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has 1 year of experience in the finance industry. Robert Ingram 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.

5
William W. Jessup
CRD#: 4484364
2200 Jack Warner Parkway Ne, Suite 300, Tuscaloosa, AL 35401

William Jessup (CRD# 4484364) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has 1 year of experience in the finance industry.

6
Joel W. Lake
CRD#: 6261468
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401

Joel Lake (CRD# 6261468) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has over 10 years of experience in the finance industry.

7
Richard E. Gibson
CRD#: 6194463
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401

Richard Gibson (CRD# 6194463) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has 1 year of experience in the finance industry. Richard Gibson 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.

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