William
Jessup
Jmf Capstone Wealth Management
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About this Advisor
William Jessup is a personal financial specialist working in Tuscaloosa, Alabama with 24 years of relevant experience. Jessup is on the advisory team at Jmf Capstone Wealth Management. Throughout their career, Jessup has worked at Capstone Wealth Management, LLC, Capstone Insurance, LLC and Jmf Capstone Wealth Management. Jessup is approved to advise clients in Alabama. Jmf Capstone Wealth Management is an advisory business based out of Tuscaloosa, AL. It has $322 million in assets across its 460 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises five charitable organizations. Of its 460 client accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services are based on which service is provided. Fees billed 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
William Jessup Work History
William has been registered as a financial advisor for 24 years.*
Jmf Capstone Wealth Management
Capstone Insurance, LLC
Capstone Wealth Management, LLC
*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 William Jessup 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
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