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Jonathan Thomas Stump

Capstone Wealth Management Corp.

Lakeland, FL

CRD 5544464

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Employer firm

Capstone Wealth Management Corp. CRD 165359

$109M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Capstone Wealth Management Corp.

5120 S. Lakeland Drive Suite 1, Lakeland, FL 33813 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-13
WI RA APPROVED 2024-11-13
  • FL RA
    APPROVED
    Since 2024-11-13
  • WI RA
    APPROVED
    Since 2024-11-13

Branch Locations

5120 S. Lakeland Drive Suite 1, Lakeland, FL 33813 • 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 Corp. Lakeland FL 08/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-12
  • S65 Uniform Investment Adviser Law Examination
    2013-09-12
Designations
  • Chartered Financial Analyst
Other Names
  • Jonathan T Stump

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VICUS CAPITAL, INC.

Nearby Investors

KATHRYN MARIE FRENCH
CYNTHIA MEGAN TYSVER
MICHAEL HENRY WRIGHT

Nearby Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL

More in Lakeland, FL

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