RI
Robert L. Ingram
JMF CAPSTONE WEALTH MANAGEMENT
Tuscaloosa, AL 35401
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CRD#: 4504525
RI
Professional summary
Robert Lanier Ingram JR., CFP® is a registered financial advisor currently at JMF CAPSTONE WEALTH MANAGEMENT located in Tuscaloosa, Alabama.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
JAMISONMONEYFARMER PC 2200 JACK WARNER PARKWAY, NE TUSCALOOSA, AL ACCOUNTING FIRM NON-INVESTMENT RELATED CPA / SHAREHOLDER 01/2014 TO PRESENT MR. INGRAM DEVOTES 90% OF HIS TIME TO HIS DUTIES AT JAMISONMONEYFARMER PC JMF TECHNOLOGIES, LLC, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, TECHNOLOGIES SOLUTIONS COMPANY, PARTNER, COMMON OWNERSHIP WITH JMF PC, JMF BUILDING, LLC AND JMF WEALTH MANAGEMENT, LLC, 1/1/2015, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. JMF BUILDING, LLC NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, REAL ESTATE RENTAL, PARTNER, COMMON OWNERSHIP WITH JMF PC, JMF TECHNOLOGIES, LLC AND JMF WEALTH MANAGEMENT, LLC, 1/1/2004, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. BACKWATER PROPERTIES, LLC, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, REAL ESTATE RENTAL, PARTNER, SIMILAR OWNERSHIP WITH JMF PC, JMF TECHNOLOGIES, LLC, JMF BUILDING, LLC, AND JMF WEALTH MANAGEMENT, LLC, 1/1/2009, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES. BASHI FARMS, LLC, NON-INVESTMENT RELATED, 12 ROLLINGWOOD, TUSCALOOSA, AL 35406, REAL ESTATE AND LAND MANAGEMENT, SOLE OWNER, 1/1/2010, 1 HOUR PER MONTH, USUSALLY DURING TRADING HOURS, DUTIES INCLUDE ALL OWNERSHIP FUNCTIONS. RUAG HOLDINGS, INC, NON-INVESTMENT RELATED, 555 DISCOVERY DRIVE, HUNTSVILLE, AL 35806, AEROSPACE COMPONENT DESIGN AND MANUFACTURING, CORPORATE TREASURER, 7/1/2019, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, DUTIES INCLUDE OVERSIGHT OF ACCOUNTING AND FINANCE FUNCTIONS OF COMPANY. CODY PATRICK POPE SELF-SETTLED SPECIAL NEEDS TRUST, NON-INVSETMENT RELATED, 400 STONE RIVE ROAD, TUSCALOOSA, AL 35406, TRUSTEE FUNCTIONS FOR CODY PATRICK POPE (NEPHEW), 3/9/2015, 1 HOUR PER MONTH, USUALLY DURING TRADING HOURS, DUTIES INCLUDE CO-MANAGING PERSONAL AND FINANCIAL AFFAIRS OF CODY PATRICK POPE. S.E. BELCHER, JR PRIVATE FOUNDATION #3, NON-INVESTMENT RELATED, 2200 JACK WARNER PARKWAY, TUSCALOOSA, AL 35401, PRIVATE FOUDNATION GOVERANCE, GOVERNOR, 6/9/2005, 2 HOURS PER MONTH, USUALLY DURING TRADING HOURS, NO SPECIFIC DUTIES.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Lanier Ingram JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
March 4, 2014 - Present
JMF CAPSTONE WEALTH MANAGEMENT
Office #1: 2200 Jack Warner Parkway, Ne Suite 300, Tuscaloosa, AL 35401RIA
CRD#: 118296
Tuscaloosa, AL
Past
February 26, 2002 - September 19, 2012
JMF CAPSTONE WEALTH MANAGEMENT
RIA
CRD#: 118296
TUSCALOOSA, AL
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".
JC
JMF CAPSTONE WEALTH MANAGEMENT
CAPSTONE INVESTMENT MANAGEMENT, LLC | JMF CAPSTONE WEALTH MANAGEMENT | CAPSTONE WEALTH MANAGEMENT, LLC
CRD#: 118296 / SEC#: 801-107846
RIA
Registered Investment Advisory firm - (6/10/2016 Approved)Alabama
Registered Investment Advisory firm - (6/30/2016 Terminated)Texas
Registered Investment Advisory firm - (6/10/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(3/4/2014)
Exams
Current Firm
JC
JMF CAPSTONE WEALTH MANAGEMENT
CAPSTONE INVESTMENT MANAGEMENT, LLC | JMF CAPSTONE WEALTH MANAGEMENT | CAPSTONE WEALTH MANAGEMENT, LLC
CRD#: 118296 / SEC#: 801-107846
RIA
Registered Investment Advisory firm - (6/10/2016 Approved)Alabama
Registered Investment Advisory firm - (6/30/2016 Terminated)Texas
Registered Investment Advisory firm - (6/10/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2200 Jack Warner Parkway, Ne Suite 300, Tuscaloosa, AL 35401
Mailing Address
Phone number
(205) 345-8440
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 562 |
| AUM (Assets Under Management) | $ 362,695,957 |
Red Flags
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Company Information
JMF CAPSTONE WEALTH MANAGEMENT
CRD#: 118296Tuscaloosa, AL 35401TRUST BUT VERIFY
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