BC
Bryan R. Chandler
JMF CAPSTONE WEALTH MANAGEMENT
Tuscaloosa, AL 35401
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CRD#: 6183015
BC
Professional summary
Bryan Ross Chandler, CFP® is a registered financial advisor currently at JMF CAPSTONE WEALTH MANAGEMENT located in Tuscaloosa, Alabama.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bryan has worked at 2 firms .
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, NOT INVESTMENT-RELATED, 2200 JACK WARNER PARKWAY, STE 300, TUSCALOOSA, AL 35401, PUBLIC ACCOUNTING FIRM, CPA, DECEMBER 1978, 120-180 HOURS DEVOTED PER MONTH, 75-110 HOURS DURING TRADING HOURS, CLIENT WORK IN AUDIT, ACCOUNTING, INCOME AND ESTATE TAX AND RELATED PLANNING.
BACKWATER PROPERTIES, LLC, NOT INVESTMENT-RELATED, 2200 JACK WARNER PARKWAY, STE 300, TUSCALOOSA, AL 35401,OFFICE BUILDING OWNERSHIP, MEMBER, JANUARY 2014, 0-2 HOURS PER MONTH DEVOTED TO BUSINESS, 0-2 HOURS DURING TRADING HOURS, MANAGEMENT OVERSIGHT.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Ross Chandler'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®
Experience
Current
March 5, 2014 - Present
JMF CAPSTONE WEALTH MANAGEMENT
Office #1: 2200 Jack Warner Parkway, Ne Suite 300, Tuscaloosa, AL 35401RIA
CRD#: 118296
Tuscaloosa, AL
Past
November 5, 2013 - December 31, 2015
JMF WEALTH MANAGEMENT, LLC
RIA
CRD#: 167484
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(3/5/2014)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JMF CAPSTONE WEALTH MANAGEMENT
CRD#: 118296Tuscaloosa, AL 35401TRUST BUT VERIFY
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