Robert
Ingram
Jmf Capstone Wealth Management
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About this Advisor
Robert Ingram is a certified financial planner and personal financial specialist who works out of Tuscaloosa, Alabama with a total of 9 years of relevant experience. Ingram currently works for Jmf Capstone Wealth Management. Their career trajectory has included roles at Jessup, Ingram, Burns & Associates, Llp, Jamisonmoneyfarmer Pc and Jmf Capstone Wealth Management. Ingram is able to advise clients in Alabama. Jmf Capstone Wealth Management is a financial advisory firm that has its headquarters in Tuscaloosa, AL. It has $322 million in assets among its 460 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 460 customer accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on the type of services offered. 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
Robert Ingram Work History
Robert has been registered as a financial advisor for 9 years.*
Jamisonmoneyfarmer Pc
Jmf Capstone Wealth Management
Jessup, Ingram, Burns & Associates, Llp
*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 Robert Ingram 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.
