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Jeffrey Alan Wachtman

Capstone Investment Group

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About Jeffrey Alan Wachtman

Jeffrey Wachtman is a financial advisor with Capstone Investment Group and has over 30 years of experience in the industry. Jeffrey specializes in portfolio management for both businesses and individuals. Jeffrey has a deep understanding of investment strategies and is committed to helping clients reach their financial goals.

Firm Information

Jeffrey Wachtman is currently registered with Capstone Investment Group. Capstone Investment Group is an investment advisor based in OLYMPIA, WA. The firm has 3 licensed agents, 4 investment adviser representatives, and 2 registered representatives. They manage approximately $152.4 million in assets for 1,178 clients, including high-net-worth individuals, corporations, and individuals. Capstone Investment Group provides financial planning and portfolio management services. They also select other advisers for their clients.
Capstone Investment Group

2405 EVERGREEN PARK DRIVE SW BLDG A

OLYMPIA, WA 98502

$152.42M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Wachtman’s Registration & Firm History

WA

05/12/2014 - Present

Capstone Investment Group (OLYMPIA WA)

WA

02/25/2009 - 10/29/2009

NICOL INVESTORS CORPORATION (OLYMPIA WA)

WA

04/29/1999 - 12/31/2008

THOMASLLOYD CAPITAL LLC (OLYMPIA WA)

CA

06/23/1998 - 06/02/1999

EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)

IA

09/26/1996 - 06/08/1998

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

MO

05/18/1992 - 09/17/1996

FFP SECURITIES, INC. (CHESTERFIELD MO)

GA

12/06/1991 - 05/29/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

MN

01/14/1987 - 12/09/1991

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 10/21/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/1994

Series 24 - General Securities Principal Examination

BC

Issued 06/01/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/28/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 01/13/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan Wachtman.
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