Unclaimed Profile

Jacolyn Helen Wetmore

CAPITAL FIDUCIARY ADVISORS, LLC·RESTON, Virginia

Series 7, Series 31, Series 63, Series 65Clean record16 years registeredCAPITAL FIDUCIARY ADVISORS, LLC

1800 ROBERT FULTON DRIVE, RESTON, VA 20191CRD# 2856221Firm CRD# 153075

Profile Verification

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

Identity

Jacolyn Helen Wetmore · RESTON, VA

Registration

CRD #2856221 · CAPITAL FIDUCIARY ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

JWC CAPITAL MANAGEMENT, LLC

Jan 2021 – present

UNITED INCOME, INC.

Jul 2018 – Oct 2020

Hunt Valley, MD

CALVERT INVESTMENT COUNSEL

Aug 2016 – Jul 2018

HUNT VALLEY, MD

PBMARES WEALTH MANAGEMENT LLC

Jan 2013 – Jul 2016

FAIRFAX, VA

PBGH FINANCIAL ADVISORS, INC.

Jan 2013 – Jan 2013

FAIRFAX, VA

CAPITAL FIDUCIARY ADVISORS, LLC

Sep 2010 – Nov 2012

RESTON, VA

ACCESS CAPITAL MANAGEMENT LLC

Mar 2010 – Jun 2010

RESTON, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 26, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL FIDUCIARY ADVISORS, LLC

CRD 153075 · SEC 801-72594

AUM

$147M

Regulatory assets under management

Employees

358 client accounts

Services offered by CAPITAL FIDUCIARY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAPITAL FIDUCIARY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jacolyn Helen Wetmore offer?

Jacolyn Helen Wetmore specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.

What are Jacolyn Helen Wetmore's credentials?

Jacolyn Helen Wetmore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacolyn Helen Wetmore located?

Jacolyn Helen Wetmore is based in RESTON, Virginia, working with CAPITAL FIDUCIARY ADVISORS, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Jacolyn Helen Wetmore charge for services?

Jacolyn Helen Wetmore's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL FIDUCIARY ADVISORS, LLC?

CAPITAL FIDUCIARY ADVISORS, LLC has approximately 1 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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