Garrett H. Jamison

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CRD#: 2369060

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.

Garrett Harry Jamison, who also goes by Garrett Jamison, was a registered financial professional .

Garrett is a previously registered financial professional and started their career in finance in 2002. Garrett had worked at 2 firms and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Garrett Jamison

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.

The advisor shows no other business activity.

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

March 1, 2011 - December 31, 2019

CAPITAL IDEAS

RIA

CRD#: 114352

DALLAS, TX

Past

December 20, 2002 - March 1, 2011

HESTER CAPITAL MANAGEMENT, L.L.C.

RIA

CRD#: 109623

DALLAS, TX

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".

CAPITAL IDEAS

CAPITAL IDEAS | CAPITAL IDEAS, INC.

CRD#: 114352 / SEC#: 801-66816

RIA

Registered Investment Advisory firm - (5/25/2006 Approved)

Texas

Registered Investment Advisory firm - (5/30/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Series 63

Date: 6/4/1993

Uniform Securities Agent State Law Examination

Current Firm

CAPITAL IDEAS

CAPITAL IDEAS | CAPITAL IDEAS, INC.

CRD#: 114352 / SEC#: 801-66816

RIA

Registered Investment Advisory firm - (5/25/2006 Approved)

Texas

Registered Investment Advisory firm - (5/30/2006 Terminated)

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Contact information

Main Address

12720 Hillcrest Rd Suite 910, Dallas, TX 75230

Mailing Address

Phone number

(214) 750-4400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (4/17/2025)

Regulatory assets under management

Total Number of Accounts	203
AUM (Assets Under Management)	$ 277,035,209

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.

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Garrett H. Jamison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPITAL IDEAS

HESTER CAPITAL MANAGEMENT, L.L.C.

Primary Firm SEC Registration

CAPITAL IDEAS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/4/1993

Current Firm

CAPITAL IDEAS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPITAL IDEAS

TRUST BUT VERIFY

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