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William Walker Jessup

CAPSTONE WEALTH MANAGEMENT, LLC·TUSCALOOSA, Alabama
Unclaimed Profile
204 MARINA DRIVE, TUSCALOOSA, AL 35406-3237CRD# 4484364Firm CRD# 118296
01

About

William Walker Jessup is a registered financial advisor based in TUSCALOOSA, Alabama, affiliated with CAPSTONE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CAPSTONE WEALTH MANAGEMENT, LLC
JMF CAPSTONE WEALTH MANAGEMENT
AUM
$336M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CAPSTONE WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4484364
Firm CRD# 118296
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in TUSCALOOSA, Alabama for a consultation.
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, working with CAPSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the TUSCALOOSA metropolitan area and surrounding communities.
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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Other advisors in TUSCALOOSA
Robert Lanier Ingram — CAPSTONE WEALTH MANAGEMENT, LLCJames Garland Brazil — CAPSTONE WEALTH MANAGEMENT, LLCRobert Wesley Mcleod — FINANCIAL ECONOMICS CONSULTING GROUP, INC.Stephen Wayne Reinhart — FINANCIAL ECONOMICS CONSULTING GROUP, INC.Deborah Plummer Mcleod — FINANCIAL ECONOMICS CONSULTING GROUP, INC.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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