Bryan
Chandler
Jmf Capstone Wealth Management
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About this Advisor
Bryan Chandler is a certified financial planner and personal financial specialist working out of Tuscaloosa, Alabama, who has 9 years of relevant experience. Chandler is on the advisory team at Jmf Capstone Wealth Management. During their career, the advisor has held roles at Jamisonmoneyfarmer Pc, Jmf Consulting, Inc, Jmf Wealth Management, LLC and Jmf Capstone Wealth Management. Chandler is registered to operate in Alabama. Jmf Capstone Wealth Management is an advisory company that has its headquarters in Tuscaloosa, AL. It administers $322 million in assets across its 460 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises five charitable organizations. Of its 460 accounts, 42% are held by high-net-worth individuals who have at least $1 million in assets. Jmf Capstone Wealth Management has a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the financial services provided. However, fee types charged by Jmf Capstone Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jmf Capstone Wealth Management Brokerage Details
$321,732,900
7
460
$699,419
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Bryan Chandler Work History
Bryan has been registered as a financial advisor for 9 years.*
Jmf Capstone Wealth Management
Jamisonmoneyfarmer Pc
Jmf Wealth Management, LLC
Jmf Consulting, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Chandler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jmf Capstone Wealth Management
Tuscaloosa, AL
Tuscaloosa, AL
Tuscaloosa, AL
Tuscaloosa, AL
Tuscaloosa, AL
Tuscaloosa, AL
Tuscaloosa, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
