James Michael Conrads
CFP®, ChFC®Professional Summary
James Michael Conrads, CFP®, ChFC®, who also goes by J Michael Conrads, Michael James Conrads, is a registered financial advisor currently at CAPSTONE WEALTH MANAGEMENT GROUP, INC. located in Bend, Oregon. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. James has worked at 6 firms and has passed the Series 66, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
J Michael Conrads, Michael James Conrads
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
CAPSTONE WEALTH MANAGEMENT GROUP, INC. | G & G ADVISORY GROUP, INC,
Contact Information
Main Address
404 Sw Columbia Street Suite 230, Bend, OR 97702Phone Number
(541) 330-0266# of Employees
5SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
605AUM (Assets Under Management)
$243,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CAPSTONE WEALTH MANAGEMENT GROUP, INC. | G & G ADVISORY GROUP, INC,
State Registrations and Notice Filings
(2/27/2026)
(2/27/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Michael Conrads's CRS (Customer Relationship Summary).
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