Investment adviser representative · Jmf Capstone Wealth Management
Robert L. Ingram Jr.
CRD 4504525 · Tuscaloosa, AL
At a glance
Robert L. Ingram Jr. is an investment adviser representative with Jmf Capstone Wealth Management in Tuscaloosa, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Robert’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Jmf Capstone Wealth ManagementSince March 2014Tuscaloosa, AL · $416M in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Robert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.