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Jonathan A Leymaster

CAPSTONE INVESTMENT GROUP
OLYMPIA, WA
·CRD# 5196126·19 years experience

Professional Summary

Jonathan A Leymaster, who also goes by Jonathan Leymaster, is a registered financial advisor currently at CAPSTONE INVESTMENT GROUP located in Olympia, Washington. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jonathan Leymaster

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

CAPSTONE INVESTMENT GROUP·CRD# 159918
RIA
2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502
December 12, 2025 - Present
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Omaha, NE
June 16, 2020 - May 22, 2024
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Omaha, NE
November 7, 2017 - May 22, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Omaha, NE
April 24, 2007 - November 1, 2017

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Current Firm

CI
CAPSTONE INVESTMENT GROUP

AMERICAN PRIVATE WEALTH | GREAT LAKES WEALTH | GREAT LAKES PRIVATE WEALTH | CAPSTONE TRUST | CAPSTONE INVESTMENT GROUP, LLC | CAPSTONE INVESTMENT GROUP | AMERICAN WEALTH

CRD#: 159918 / SEC#: 801-121820
RIA
Registered Investment Advisory firm - SEC (7/22/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (12/8/2020 Terminated)
California
Registered Investment Advisory firm - California (9/8/2021 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (8/10/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/9/2021 Terminated)
Washington
Registered Investment Advisory firm - Washington (4/7/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (12/8/2020 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).

Contact Information

Main Address

2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502

Mailing Address

2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502

Phone Number

(360) 570-9888

# of Employees

13

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPSTONE FIRM BROCHURE (9/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,328

AUM (Assets Under Management)

$342,736,000

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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.

Ronald McDonald House~620 S. 38th Avenue, Omaha, NE 68105~Charitable Organization-Member~N~Volunteer~01/2016~8 hrs/mo~6 trading hrs/mo INNOVATIVE WEALTH PARTNERS POSITION: Founder & Partner NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 04/06/2020 ADDRESS: 11128 John Galt Blvd, Ste 125, Omaha NE 68137, United States DESCRIPTION: financial professional, meet with clients WOODY FINANCIAL GROUP POSITION: Sales of disability insurance NATURE: Finance and Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/06/2017 ADDRESS: 14670 S Harrison St, Olathe KS 66061, United States DESCRIPTION: Trails from a previously sold disability policy 4H HOLDINGS LLC POSITION: Only one employee. Me NATURE: Government/Tax Credits INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 08/07/2023 ADDRESS: 8108 S 192nd Ave, Gretna NE 68028, United States DESCRIPTION: I provide referrals to Coomber Consulting. I don't solicit any clients or use Prudential or advising in anyway shape or form.

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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".
CI
CAPSTONE INVESTMENT GROUP

AMERICAN PRIVATE WEALTH | GREAT LAKES WEALTH | GREAT LAKES PRIVATE WEALTH | CAPSTONE TRUST | CAPSTONE INVESTMENT GROUP, LLC | CAPSTONE INVESTMENT GROUP | AMERICAN WEALTH

CRD#: 159918 / SEC#: 801-121820
RIA
Registered Investment Advisory firm - SEC (7/22/2021 Approved)
Arizona
Registered Investment Advisory firm - Arizona (12/8/2020 Terminated)
California
Registered Investment Advisory firm - California (9/8/2021 Terminated)
Oregon
Registered Investment Advisory firm - Oregon (8/10/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (8/9/2021 Terminated)
Washington
Registered Investment Advisory firm - Washington (4/7/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (12/8/2020 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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Michigan
(7/31/2026)
IAR
Nebraska
(12/16/2025)
IAR
Texas
(6/30/2026)
IAR
Washington
(12/12/2025)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2020About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 2007About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jonathan A Leymaster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JL
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