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).
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Total Assets Under Management322MILLION
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Total Number of Accounts460ACCOUNTS
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Average Account Value$699,419
- A percentage of assets under your management
- 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)
AL, TX
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.
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.
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.
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.
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.
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.
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.