Richard
Gibson

Jmf Capstone Wealth Management

CRD#6194463
Investment Advisor
in Tuscaloosa, AL

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About this Advisor

Richard Gibson is a financial advisor based in Tuscaloosa, Alabama, working with Jmf Capstone Wealth Management. Richard has previously held positions at Jamisonmoneyfarmer, Pc and Jmf Capstone Wealth Management. Richard is registered to provide services in Alabama. Currently, Richard is part of Jmf Capstone Wealth Management, which operates out of Tuscaloosa, Alabama. The firm has 7 employees and manages assets totaling $336.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Jmf Capstone Wealth Management includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2200 Jack Warner Parkway, Ne Suite 300
Tuscaloosa, AL 35401

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Jmf Capstone Wealth Management Brokerage Details

Total Assets Under Management

$336,373,964

AL Average: $1,620,585,161
Total Number of Employees

7

AL Average: 52
Total Number of Accounts

513

AL Average: 1,560
Average Account Size

$655,700

AL Average: $1,038,837

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

Richard Gibson Work History

2023 - Present (1 year)

Jmf Capstone Wealth Management

1978 - Present (46 years)

Jamisonmoneyfarmer, Pc

Disclosures

Please visit the SEC profile of Richard Gibson 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

James Brazil
Tuscaloosa, AL
Robert Ingram
Tuscaloosa, AL
David Berney
Tuscaloosa, AL
William Jessup
Tuscaloosa, AL
Anita Hayes
Tuscaloosa, AL
Joel Lake
Tuscaloosa, AL
Bryan Chandler
Tuscaloosa, AL
Richard Gibson
Tuscaloosa, AL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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