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Bryan Ross Chandler

Jmf Capstone Wealth Management

Tuscaloosa, AL

CRD 6183015

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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:

Current Employers
Jmf Capstone Wealth Management

2200 Jack Warner Parkway, Ne Suite 300, Tuscaloosa, AL 35401 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2014-03-05
  • AL RA
    APPROVED
    Since 2014-03-05

Branch Locations

2200 Jack Warner Parkway, Ne Suite 300, Tuscaloosa, AL 35401 • 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
Jamisonmoneyfarmer Pc Tuscaloosa AL 12/1978 Present
Jmf Consulting, Inc. Tuscaloosa AL 01/2005 12/2017
Jmf Wealth Management, Llc Tuscaloosa AL 04/2013 12/2017
Jmf Capstone Wealth Management Tuscaloosa AL 02/2014 Present
  • 12/1978 → Present
    Jamisonmoneyfarmer Pc
    Tuscaloosa, AL
  • 01/2005 → 12/2017
    Jmf Consulting, Inc.
    Tuscaloosa, AL
  • 04/2013 → 12/2017
    Jmf Wealth Management, Llc
    Tuscaloosa, AL
  • 02/2014 → Present
    Tuscaloosa, AL
Previous Registrations
  • 2013-11-05 → 2015-12-31
    Jmf Wealth Management, Llc
    Tuscaloosa, AL
Other Businesses

JAMISONMONEYFARMER PC, NOT INVESTMENT-RELATED, 2200 JACK WARNER PARKWAY, STE 300, TUSCALOOSA, AL 35401, PUBLIC ACCOUNTING FIRM, CPA, DECEMBER 1978, 120-180 HOURS DEVOTED PER MONTH, 75-110 HOURS DURING TRADING HOURS, CLIENT WORK IN AUDIT, ACCOUNTING, INCOME AND ESTATE TAX AND RELATED PLANNING. BACKWATER PROPERTIES, LLC, NOT INVESTMENT-RELATED, 2200 JACK WARNER PARKWAY, STE 300, TUSCALOOSA, AL 35401,OFFICE BUILDING OWNERSHIP, MEMBER, JANUARY 2014, 0-2 HOURS PER MONTH DEVOTED TO BUSINESS, 0-2 HOURS DURING TRADING HOURS, MANAGEMENT OVERSIGHT.

Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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