Jeffrey Alan Wachtman

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

• 04/1999 → Present
  Proactive Financial Services, Inc.
  Olympia, WA

Previous Registrations

• 2009-11-30 → 2014-04-25
  Cambridge Wealth Management
• 2000-02-07 → 2009-12-31
  Proactive Money Management Inc
  Olympia, WA

Other Businesses

Church of Living Water Yelm; Director of Connections Ministry; Investment Related; 717 East Yelm Ave Yelm WA 98597; Church; Oversee volunteers in the church, ushers, greeters, parking, connections center and hospitality teams. Also, lead occasional Financial Peace University classes affiliated with the Ramsey Organization; 2016-09-11; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 22; Percentage of total yearly compensation expected to be derived from the business: 0; Contact person at the organization: Bob Horn; Website address for the organization: https://livingwater.com/yelm.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-21
• S63 Uniform Securities Agent State Law Examination
  1990-05-07

Other Names

• Jeff Wachtman