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Jmf Capstone Wealth Management CRD 118296
$416M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2200 Jack Warner Parkway, Ne Suite 300, Tuscaloosa, AL 35401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-01 |
| AL | RA | APPROVED | 2024-03-01 |
Branch Locations
2200 Jack Warner Parkway, Ne Suite 300, Tuscaloosa, AL 35401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-13 |
| S66 | Uniform Combined State Law Examination | 2013-12-27 |
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