Jmf Capstone Wealth Management

Jmf Capstone Wealth Management (CRD# 118296) is a financial advisory firm headquartered in Tuscaloosa, AL. They manage $102,151,823 in 226 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $451,999
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, TX

Financial Advisors at Jmf Capstone Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
James G. Brazil
CRD#: 4607381
2200 Jack Warner Parkway Ne, Suite 300, Tuscaloosa, AL 35401
96
Wealthminder
score

James Brazil (CRD# 4607381) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has over 14 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
90
Wealthminder
score

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
Robert L. Ingram
CRD#: 4504525
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401
90
Wealthminder
score

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.

4
William W. Jessup
CRD#: 4484364
2200 Jack Warner Parkway Ne, Suite 300, Tuscaloosa, AL 35401
90
Wealthminder
score

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. William Jessup 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
Joel W. Lake
CRD#: 6261468
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401
89
Wealthminder
score

Joel Lake (CRD# 6261468) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has over 2 years of experience in the finance industry.

6
Anita J. Hayes
CRD#: 1185078
2200 Jack Warner Parkway, Ne, Suite 300, Tuscaloosa, AL 35401
88
Wealthminder
score

Anita Hayes (CRD# 1185078) is an Investment Advisor Representative working at Jmf Capstone Wealth Management in Tuscaloosa, AL and has over 2 years of experience in the finance industry.

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