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James Michael Conrads

Capstone Wealth Management Group, Inc.

Bend, OR

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Current Employers
Capstone Wealth Management Group, Inc.

404 Sw Columbia Street Suite 230, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-02-27
TX RA APPROVED 2026-02-27
  • OR RA
    APPROVED
    Since 2026-02-27
  • TX RA
    APPROVED
    Since 2026-02-27

Branch Locations

404 Sw Columbia Street Suite 230, Bend, OR 97702 • 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
Capstone Wealth Management Group, Llc Bend OR 07/2003 Present
Pacific West Securities, Inc. Renton WA 09/2005 Present
Capstone Wealth Management Group, Llc Bend OR 05/2003 Present
Capstone Wealth Management Group, Inc. Bend OR 02/2026 Present
Previous Registrations
  • 2003-09-08 → 2026-07-28
    Capstone Wealth Management Group, Llc
    Bend, OR
    Bend, OR
  • 2003-07-07 → 2003-08-05
    Cambridge Investment Research, Inc.
    Bend, OR
  • 2003-04-25 → 2003-05-15
    Morgan Stanley Dw Inc.
    Bend, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-22
  • S66 Uniform Combined State Law Examination
    2002-05-22
Designations
Other Names
  • J Michael Conrads
  • Michael James Conrads

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. · Bend, OR

More in Bend, OR

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