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JT

Jonathan R. Thrall

CAPSTONE INVESTMENT GROUP
Olympia, WA 98502
Some features on this profile are disabled
CRD#: 6317452
JT

Professional summary

Jonathan Rando Thrall, who also goes by Jon R Thrall, Jonathan R Thrall, Jonathan Thrall, 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 2014. Jonathan has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jon R Thrall | Jonathan R Thrall | Jonathan Thrall

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) - RIA

Click below to view Jonathan Rando Thrall's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 2, 2026 - Present

CAPSTONE INVESTMENT GROUP

Office #1: 2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502
RIA
CRD#: 159918
Olympia, WA
Past

November 10, 2023 - April 2, 2025

STONE OAK WEALTH MANAGEMENT, LLC

RIA
CRD#: 288217
SAN ANTONIO, TX
Past

November 14, 2022 - November 3, 2023

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

November 14, 2022 - November 3, 2023

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

March 20, 2019 - August 19, 2021

EDWARD JONES

RIA
CRD#: 250
Shavano Park, TX
Past

February 16, 2019 - August 19, 2021

EDWARD JONES

BD
CRD#: 250
Shavano Park, TX
Past

August 11, 2014 - February 25, 2015

EDWARD JONES

RIA
CRD#: 250
BOERNE, TX
Past

July 14, 2014 - February 25, 2015

EDWARD JONES

BD
CRD#: 250
BOERNE, 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".
CI
CAPSTONE INVESTMENT GROUP
CAPSTONE INVESTMENT GROUP | CAPSTONE TRUST | CAPSTONE INVESTMENT GROUP, LLC

CRD#: 159918 / SEC#: 801-121820

RIA
Registered Investment Advisory firm - (7/22/2021 Approved)
Arizona
Registered Investment Advisory firm - (12/8/2020 Terminated)
California
Registered Investment Advisory firm - (9/8/2021 Terminated)
Oregon
Registered Investment Advisory firm - (8/10/2021 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)
Washington
Registered Investment Advisory firm - (4/7/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - (12/8/2020 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
Texas
(1/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/14/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/16/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/25/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/14/2014
General Securities Representative Examination

Current Firm

CI
CAPSTONE INVESTMENT GROUP
CAPSTONE INVESTMENT GROUP | CAPSTONE TRUST | CAPSTONE INVESTMENT GROUP, LLC

CRD#: 159918 / SEC#: 801-121820

RIA
Registered Investment Advisory firm - (7/22/2021 Approved)
Arizona
Registered Investment Advisory firm - (12/8/2020 Terminated)
California
Registered Investment Advisory firm - (9/8/2021 Terminated)
Oregon
Registered Investment Advisory firm - (8/10/2021 Terminated)
Texas
Registered Investment Advisory firm - (8/9/2021 Terminated)
Washington
Registered Investment Advisory firm - (4/7/2022 Terminated)
Wisconsin
Registered Investment Advisory firm - (12/8/2020 Terminated)
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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
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPSTONE FIRM BROCHURE (10/21/2025)

Regulatory assets under management

Total Number of Accounts1,178
AUM (Assets Under Management)$ 152,420,481

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.

Company Information

CAPSTONE INVESTMENT GROUP

CRD#: 159918Olympia, WA 98502

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