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Jonathan Brooks Marston

Capitol Securities Management, Inc.

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About Jonathan Brooks Marston

Jonathan Marston is a financial professional with over 30 years of experience in the securities industry. Jonathan is a Registered Representative with Capitol Securities Management, Inc. Jonathan has held previous roles at Cantella & Co., Inc., MBSC Securities Corporation, Pershing LLC, National Financial Services LLC, Donaldson, Lufkin & Jenrette Securities Corporation, National Financial Services Corporation, Fidelity Brokerage Services, Inc. and Fidelity Distributors Corporation. Jonathan holds the Series 4, 6, 7, 24, 63 and SIE licenses.

Firm Information

Jonathan Marston is currently registered with Capitol Securities Management, Inc.. Capitol Securities Management, Inc. is a corporation formed in March 1981 and based in Glen Allen, Virginia. They are an SEC-registered investment advisor with over 100 investment advisor representatives and licensed agents. The firm manages between $1 billion and $10 billion in client assets and offers a variety of advisory services including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. Their clients include high-net-worth individuals, trusts and estates, corporations, individuals other than high-net-worth, pension plans, and charitable organizations. They are registered in all 50 states and the District of Columbia.
Capitol Securities Management, Inc.

4050 INNSLAKE DRIVE

GLEN ALLEN, VA 23060

$1.40B

Assets Under Management

51

Total Clients

139

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jonathan Marston’s Registration & Firm History

MA

09/03/2024 - Present

Capitol Securities Management, Inc. (Boston MA)

MA

10/31/2016 - 12/31/2021

CANTELLA & CO., INC. (Malden MA)

MA

03/21/2014 - 10/27/2016

MBSC SECURITIES CORPORATION (BOSTON MA)

MA

01/09/2002 - 01/29/2014

PERSHING LLC (QUINCY MA)

MA

04/28/1998 - 09/13/2000

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

NJ

03/17/1993 - 03/09/1998

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

MA

03/01/1989 - 03/03/1993

NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)

NA

01/06/1987 - 02/25/1989

FIDELITY BROKERAGE SERVICES, INC.

NA

09/02/1986 - 12/10/1986

FIDELITY DISTRIBUTORS CORPORATION

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Licenses & Designations

BC

Issued 07/25/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2024

Series 24 - General Securities Principal Examination

BC

Issued 04/01/2024

Series 4 - Registered Options Principal Examination

BC

Issued 04/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

BC

Issued 08/28/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Brooks Marston.
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