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Juanita Rowan Finley

Texas Capital Management

Baytown, TX

CRD 5020657

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Employer firm

Texas Capital Management CRD 164137

$53.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Texas Capital Management

256 Mable Street, Baytown, TX 77520 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-14
TX RA APPROVED 2016-11-16
  • LA RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2016-11-16

Branch Locations

256 Mable Street, Baytown, TX 77520 • 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
Clemmons Weath Management Llc Dba Texas Capital Management Baytown TX 01/1997 Present
  • 01/1997 → Present
    Clemmons Weath Management Llc Dba Texas Capital Management
    Baytown, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-16
  • S65 Uniform Investment Adviser Law Examination
    2016-11-16
Other Names
  • Juanita Rowan Green
  • Juanita Rowan Cole
  • Juanita Rowan Martin
  • Juanita Naoma Rowan

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Ramiro Martinez
TRAVIS CORBIN SMITH
Jonathan Scott Ahearn

Nearby Offices

LPL FINANCIAL LLC · BAYTOWN, TX
EDWARD JONES · BAYTOWN, TX
CETERA INVESTMENT ADVISERS LLC · Baytown, TX

More in Baytown, TX

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