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Richard Edward Gibson

Jmf Capstone Wealth Management

Tuscaloosa, AL

CRD 6194463

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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 2023-01-03
  • AL RA
    APPROVED
    Since 2023-01-03

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 06/1978 Present
Jmf Capstone Wealth Management Tuscaloosa AL 01/2023 Present
Other Businesses

1) JAMISONMONEYFARMER, PC 2200 JACK WARNER PKWY, NE, SUITE 300 TUSCALOOSA, AL 35401 ACCOUNTING FIRM NON-INVESTMENT RELATED CPA 06/1978 TO PRESENT DEVOTES 100% OF HIS BUSINESS TIME TO THIS POSITION, MOST OF WHICH IS DURING SECURITIES TRADING HOURS. 2) JMF CONSULTING, LLC, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, OWNS A SINGLE MEMBER LLC "JMF TECHNOLOGIES, LLC", START DATE 7/3/2019, TECHNOLOGIES SOLUTIONS COMPANY, PARTNER, COMMON OWNERSHIP WITH JMF PC, JMF BUILDING, LLC AND JMF WEALTH MANAGEMENT, LLC, START DATE 2/2/1990, 0-2 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. 3) JMF BUILDING, LLC, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, REAL ESTATE RENTAL, PARTNER, COMMON OWNERSHIP WITH JMF PC, JMF TECHNOLOGIES, LLC AND JMF WEALTH MANAGEMENT, LLC, START DATE 1/1/2008, 0-2 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. 4) ROBERTSON BANKING COMPANY 216 N. WALNUT AVENUE DEMOPOLIS, AL 36732 NON-INVESTMENT RELATED SERVE AS AN OUTSIDE DIRECTOR & AUDIT COMMITTE CHAIR BEGAN 2012 TO PRESENT DEVOTES 5-10 HOURS PER MONTH.

Designations
  • Certified Financial Planner
Other Names
  • Rick Gibson
  • Richard E. Gibson

View on SEC IAPD

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