Best Investors Account Sign in
Inactive

David J Berney

Jmf Capstone Wealth Management

Tuscaloosa, AL

Claim This Profile
Current Employers
Jmf Capstone Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-01
AL RA APPROVED 2024-03-01
  • TX RA
    APPROVED_RES
    Since 2024-09-01
  • AL RA
    APPROVED
    Since 2024-03-01

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
Renewall Llc Fair Oaks CA 03/2015 06/2017
Marist High School Eugene OR 10/2017 03/2018
541 Cryo And Laser Eugene OR 11/2017 01/2018
Springfield Police Department Springfield OR 02/2018 07/2020
Summit Funding Eugene OR 08/2020 03/2021
Unemployed Springfield OR 04/2021 10/2021
Unemployed Eugene OR 07/2017 10/2017
Stangier Wealth Management Portland OR 11/2021 09/2023
Jmf Capstone Wealth Management Tuscaloosa AL 02/2024 Present
Unemployed Northport AL 10/2023 02/2024
  • 03/2015 → 06/2017
    Renewall Llc
    Fair Oaks, CA
  • 10/2017 → 03/2018
    Marist High School
    Eugene, OR
  • 11/2017 → 01/2018
    541 Cryo And Laser
    Eugene, OR
  • 02/2018 → 07/2020
    Springfield Police Department
    Springfield, OR
  • 08/2020 → 03/2021
    Summit Funding
    Eugene, OR
  • 04/2021 → 10/2021
    Unemployed
    Springfield, OR
  • 07/2017 → 10/2017
    Unemployed
    Eugene, OR
  • 11/2021 → 09/2023
    Stangier Wealth Management
    Portland, OR
  • 02/2024 → Present
    Jmf Capstone Wealth Management
    Tuscaloosa, AL
  • 10/2023 → 02/2024
    Unemployed
    Northport, AL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-13
S66 Uniform Combined State Law Examination 2013-12-27
  • S65 Uniform Investment Adviser Law Examination
    2021-12-13
  • S66 Uniform Combined State Law Examination
    2013-12-27
Other Names
  • David Joseph Jordan Berney

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
EAGLE STRATEGIES LLC
MONEY CONCEPTS CAPITAL CORP
OSAIC WEALTH, INC.
FINANCIAL ECONOMICS CONSULTING GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC

Other Investors

BARBARA BUZAN BECK
BRADLEY GILBERT GRAY
Harrison Schmitt
BRADEN WEST SCHMITT
Devin Haun
HEATHER MARIE MILLS
STEVEN DALE KELLOUGH
TERRANCE WILBERT DEDRICK

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · TUSCALOOSA, AL
EAGLE STRATEGIES LLC · TUSCALOOSA, AL
MONEY CONCEPTS CAPITAL CORP · Tuscaloosa, AL
OSAIC WEALTH, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
FINANCIAL ECONOMICS CONSULTING GROUP, INC. · TUSCALOOSA, AL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tuscaloosa, AL
EDWARD JONES · Northport, AL

More in Tuscaloosa, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor