Jack William Mcgovern

Employer firm

Capstone Investment Group CRD 159918

$176M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 04/2017
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2014 → 07/2022
  Us Law Shield
  Castle Rock, CO
• 02/2020 → 08/2020
  Prudential Financial Planning Services
  Englewood, CO
• 11/2021 → 07/2022
  Allstate Financial Services, Llc
  Lakewood, CO
• 01/2025 → 09/2025
  Leverage Planners Wealth Management, Llc
  Bellevue, WA
• 01/2025 → 10/2025
  No Bull Financial, Llc Dba Leverage Planners
  Bellevue, WA
• 02/2020 → 08/2020
  Pruco Securities, Llc
  Englewood, CO
• 09/2023 → 12/2024
  Right To Bear
  Castle Rock, CO
• 12/2025 → Present
  Capstone Investment Group, Llc
  Olympia, WA
• 12/2025 → Present
  Capstone Investment Group, Llc
  Olympia, WA
• 12/2025 → Present
  M.S. Howells & Co.
  Scottsdale, AZ
• 05/2019 → 01/2020
  Mutual Of Omaha Investor Services, Inc.
  Centennial, CO
• 08/2019 → 01/2020
  Mutual Of Omaha Investor Services, Inc.
  Centennial, CO
• 10/2020 → 04/2021
  Horace Mann Investors, Inc
  Springfield, IL
• 08/2022 → 08/2023
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 07/2022 → 08/2023
  Fidelity Investments, Inc.
  Greenwood Village, CO

Previous Registrations

• 2025-01-24 → 2025-10-01
  Leverage Planners Wealth Management, Llc
  Bellevue, WA
• 2022-08-03 → 2023-08-09
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2020-02-26 → 2020-08-05
  Pruco Securities, Llc.
  Englewood, CO
• 2019-08-23 → 2020-01-27
  Mutual Of Omaha Investor Services, Inc.
  Denver, CO

Other Businesses

Jack William McGovern II is dually licensed as a Registered Representative of M.S. Howells & Co., a broker/dealer.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-29
• S63 Uniform Securities Agent State Law Examination
  2015-12-14
• S65 Uniform Investment Adviser Law Examination
  2001-10-15

Other Names

• Jack Mcgovern
• Jack William Mcgovern
• Jack William Mcgovern
• Jack W Mcgovern
• Jack W Mcgovern