Robert B. Jackman

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CRD#: 2203011

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Bruce Jackman, who also goes by Rob Bruce Jackman, Rob Jackman, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1992. Robert had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Rob Bruce Jackman | Rob Jackman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 10/19/2009: Jackman Wealth Management, LLC - INV REL - 388 State Street, Ste 1020, Salem, OR 97301

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 19, 2025 - February 27, 2025

CAPSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 287670

Salem, OR

Past

November 5, 2009 - February 20, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

SALEM, OR

Past

October 19, 2009 - February 20, 2025

LPL FINANCIAL LLC

CRD#: 6413

SALEM, OR

Past

January 1, 2008 - October 19, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SALEM, OR

Past

October 5, 2005 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

SALEM, OR

Past

April 23, 2003 - August 29, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SALEM, OR

Past

May 29, 2001 - August 29, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 10, 1993 - February 25, 1998

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

October 26, 1992 - June 7, 1993

PAULSON INVESTMENT COMPANY LLC

CRD#: 5670

PORTLAND, OR

Past

January 6, 1992 - February 25, 1992

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE ADVISORS ALLIANCE | CAPSTONE WEALTH ADVISORS, LLC | CAPSTONE ADVISORS ALLIANCE, LLC

CRD#: 287670 / SEC#: 801-110036

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/4/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/18/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/30/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/25/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/26/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 8/21/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE ADVISORS ALLIANCE | CAPSTONE WEALTH ADVISORS, LLC | CAPSTONE ADVISORS ALLIANCE, LLC

CRD#: 287670 / SEC#: 801-110036

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

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Contact information

Main Address

388 State Street, Suite 700, Salem, OR 97301

Mailing Address

Phone number

(503) 967-1980

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A BROCHURE (7/29/2025)

Regulatory assets under management

Total Number of Accounts	838
AUM (Assets Under Management)	$ 230,420,266

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Robert B. Jackman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CHARLES SCHWAB & CO., INC.

PAULSON INVESTMENT COMPANY LLC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CAPSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/4/2009

Series 63

Date: 4/18/2001

SIE

Date: 10/1/2018

Series 31

Date: 5/30/2001

Series 7

Date: 5/25/2001

Series 6

Date: 12/26/1991

Series 8

Date: 8/21/1996

Current Firm

CAPSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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