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Jason Dwain Telford

CAPSTONE FINANCIAL ADVISORS INC·DOWNERS GROVE, Illinois
Unclaimed Profile
2001 BUTTERFIELD ROAD, DOWNERS GROVE, IL 60515CRD# 5839187Firm CRD# 109341
01

About

Jason Dwain Telford is a registered financial advisor based in DOWNERS GROVE, Illinois, affiliated with CAPSTONE FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPSTONE FINANCIAL ADVISORS INC
CAPSTONE FINANCIAL ADVISORS INC
AUM
$2.1B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at CAPSTONE FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FIXED QUARTERLY RETAINERS
Regulatory
SEC/IARD CRD# 5839187
Firm CRD# 109341
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Dwain Telford offer?
Jason Dwain Telford specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.
What are Jason Dwain Telford's credentials?
Jason Dwain Telford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Dwain Telford located?
Jason Dwain Telford is based in DOWNERS GROVE, Illinois, working with CAPSTONE FINANCIAL ADVISORS INC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.
How does Jason Dwain Telford charge for services?
Jason Dwain Telford's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fixed quarterly retainers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSTONE FINANCIAL ADVISORS INC?
CAPSTONE FINANCIAL ADVISORS INC has approximately 31 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Mark Zerr — INVESCO CAPITAL MANAGEMENT LLCBradley Andrew Schaffnit — VERTEX PLANNING PARTNERS, LLCJaco Jordaan — OPUS FINANCIAL SOLUTIONS LLCSteven Mark Massoni — INVESCO INVESTMENT ADVISERS LLCGary Kevin Wendler — INVESCO INVESTMENT ADVISERS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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