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Josiah David Jagoda

Capstone Wealth

Billings, MT

CRD 8248611

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Employer firm

Capstone Wealth CRD 130128

$354M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Capstone Wealth

1731 Poly Drive, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-05-07
  • MT RA
    APPROVED
    Since 2026-05-07

Branch Locations

1731 Poly Drive, Billings, MT 59102 • 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
Arete Prep Academy Gilbert AZ 01/2016 05/2021
Hillsdale College Hillsdale MI 08/2021 05/2025
Capstone Wealth Management, Inc. Billings MT 06/2025 Present
  • 01/2016 → 05/2021
    Arete Prep Academy
    Gilbert, AZ
  • 08/2021 → 05/2025
    Hillsdale College
    Hillsdale, MI
  • 06/2025 → Present
    Capstone Wealth Management, Inc.
    Billings, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-07
  • S65 Uniform Investment Adviser Law Examination
    2026-05-07

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
INVESTMENT MANAGEMENT GROUP

Nearby Investors

ROBERT CHARLES BECK
BRIAN STEPHEN LETHERT
Matthew Innecken Stroud

Nearby Offices

LPL FINANCIAL LLC · BILLINGS, MT
U.S. BANCORP ADVISORS, LLC · Billings, MT
INVESTMENT MANAGEMENT GROUP · BILLINGS, MT

More in Billings, MT

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