Best Investors Account Sign in
Inactive

Anita Jordan Hayes

Jmf Capstone Wealth Management

Tuscaloosa, AL

CRD 1185078

Claim This Profile
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 2014-07-29
  • AL RA
    APPROVED
    Since 2014-07-29

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 10/1998 Present
Jmf Capstone Wealth Management Tuscaloosa AL 02/2014 Present
Other Businesses

JAMISONMONEYFARMER PC 2200 JACK WARNER PARKWAY, SUITE 300 TUSCALOOSA, AL 35401 NON-INVESTMENT RELATED ACCOUNTING FIRM BENEFIT PLAN SPECIALISTS OCTOBER 1998 TO PRESENT MS. HAYES DEVOTES APPROXIMATELY 50% OF HER TIME TO THIS BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-29
  • S65 Uniform Investment Adviser Law Examination
    2014-07-29
Other Names
  • Anita Ruth Jordan

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Tuscaloosa, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor