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Jane B Whittemore

Capitol Securities Management, Inc.

Glen Allen, VA

Powhatan, VA

CRD 1898859

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Employer firm

Capitol Securities Management, Inc. CRD 14169

$2.16B regulatory AUM 41 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Capitol Securities Management, Inc.

4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-11-24
VA RA APPROVED 2016-10-04
  • FL RA
    APPROVED
    Since 2020-11-24
  • VA RA
    APPROVED
    Since 2016-10-04

Branch Locations

4050 Innslake Drive Suite 250, Glen Allen, VA 23060 • United States

Powhatan, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capitol Securities Management Glen Allen VA 01/2014 Present
  • 01/2014 → Present
    Capitol Securities Management
    Glen Allen, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-31
S63 Uniform Securities Agent State Law Examination 1991-02-12
  • S66 Uniform Combined State Law Examination
    2016-08-31
  • S63 Uniform Securities Agent State Law Examination
    1991-02-12
Other Names
  • Jane Green Bottorf
  • Jane Bottorf Green
  • Jane Guerin Bottorf
  • Jane Bottorf Green
  • Jane Bottorf Green
  • Jane G Bottorf
  • Jane G Whittemore

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
STRATHMORE CAPITAL ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

JOHN SICAT
JENNIFER HELTON LUZZATTO
ALISHIA AREZOU DUBOIS

Nearby Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA

More in Glen Allen, VA

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