Robert Lanier Ingram

Employer firm

Jmf Capstone Wealth Management CRD 118296

$416M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → Present
  Jamisonmoneyfarmer Pc
  Tuscaloosa, AL
• 02/2014 → Present
  Jmf Capstone Wealth Management
  Tuscaloosa, AL

Previous Registrations

• 2002-02-26 → 2012-09-19
  Jmf Capstone Wealth Management
  Tuscaloosa, AL

Other Businesses

JAMISONMONEYFARMER PC 2200 JACK WARNER PARKWAY, NE TUSCALOOSA, AL ACCOUNTING FIRM NON-INVESTMENT RELATED CPA / SHAREHOLDER 01/2014 TO PRESENT MR. INGRAM DEVOTES 90% OF HIS TIME TO HIS DUTIES AT JAMISONMONEYFARMER PC JMF TECHNOLOGIES, LLC, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, TECHNOLOGIES SOLUTIONS COMPANY, PARTNER, COMMON OWNERSHIP WITH JMF PC, JMF BUILDING, LLC AND JMF WEALTH MANAGEMENT, LLC, 1/1/2015, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. JMF BUILDING, LLC NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, REAL ESTATE RENTAL, PARTNER, COMMON OWNERSHIP WITH JMF PC, JMF TECHNOLOGIES, LLC AND JMF WEALTH MANAGEMENT, LLC, 1/1/2004, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. BACKWATER PROPERTIES, LLC, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, REAL ESTATE RENTAL, PARTNER, SIMILAR OWNERSHIP WITH JMF PC, JMF TECHNOLOGIES, LLC, JMF BUILDING, LLC, AND JMF WEALTH MANAGEMENT, LLC, 1/1/2009, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. BASHI FARMS, LLC, NON-INVESTMENT RELATED, 12 ROLLINGWOOD, TUSCALOOSA, AL 35406, REAL ESTATE AND LAND MANAGEMENT, SOLE OWNER, 1/1/2010, 1 HOUR PER MONTH, USUSALLY DURING TRADING HOURS, DUTIES INCLUDE ALL OWNERSHIP FUNCTIONS. RUAG HOLDINGS, INC, NON-INVESTMENT RELATED, 555 DISCOVERY DRIVE, HUNTSVILLE, AL 35806, AEROSPACE COMPONENT DESIGN AND MANUFACTURING, CORPORATE TREASURER, 7/1/2019, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, DUTIES INCLUDE OVERSIGHT OF ACCOUNTING AND FINANCE FUNCTIONS OF COMPANY. CODY PATRICK POPE SELF-SETTLED SPECIAL NEEDS TRUST, NON-INVSETMENT RELATED, 400 STONE RIVE ROAD, TUSCALOOSA, AL 35406, TRUSTEE FUNCTIONS FOR CODY PATRICK POPE (NEPHEW), 3/9/2015, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, DUTIES INCLUDE CO-MANAGING PERSONAL AND FINANCIAL AFFAIRS OF CODY PATRICK POPE. S.E. BELCHER, JR PRIVATE FOUNDATION #3, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, PRIVATE FOUDNATION GOVERANCE, GOVERNOR, 6/9/2005, 2 HOURS PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES.

Designations

• Certified Financial Planner
• Personal Financial Specialist