Unclaimed Profile

William Walker Jessup

CAPSTONE WEALTH MANAGEMENT, LLC·TUSCALOOSA, Alabama

Clean record27 years registeredCAPSTONE WEALTH MANAGEMENT, LLC

204 MARINA DRIVE, TUSCALOOSA, AL 35406-3237CRD# 4484364Firm CRD# 118296

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Walker Jessup · TUSCALOOSA, AL

Registration

CRD #4484364 · CAPSTONE WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPSTONE WEALTH MANAGEMENT, LLC

JMF CAPSTONE WEALTH MANAGEMENT

Apr 1999 – Dec 2025

TUSCALOOSA, AL

Registrations & Exams

Registration record

First registered · April 29, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPSTONE WEALTH MANAGEMENT, LLC

CRD 118296 · SEC 801-107846

AUM

$336M

Regulatory assets under management

Employees

513 client accounts

Services offered by CAPSTONE WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPSTONE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does William Walker Jessup offer?

William Walker Jessup specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are William Walker Jessup's credentials?

William Walker Jessup is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Walker Jessup located?

William Walker Jessup is based in TUSCALOOSA, Alabama, last registered with CAPSTONE WEALTH MANAGEMENT, LLC.

How does William Walker Jessup charge for services?

William Walker Jessup's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPSTONE WEALTH MANAGEMENT, LLC?

CAPSTONE WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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