James Conrads has been an investment adviser representative at Capstone Wealth Management Group since February 2026, and is not listed among the firm’s executive officers or direct owners.
Capstone Wealth Management Group, Inc. is a Bend, OR firm with $243M under management, 255 clients and 5 advisers across 2 offices, as of its July 2026 filing.
James Conrads’ longest registration was 22 years at Capstone Wealth Management Group, LLC (2003–2026). Before joining Capstone Wealth Management Group in 2026, James Conrads was registered through Capstone Wealth Management Group, LLC and Cambridge Investment Reserarch, Inc.
- – present · under a yearBend, OR · Adviser representative · Firm CRD 340135
- Capstone Wealth Management Group, LLC– · 22 yearsBend, OR · Adviser representative · Firm CRD 128097
- Cambridge Investment Reserarch, Inc.– · under a yearBend, OR · Adviser representative · Firm CRD 39543
- Morgan Stanley– · under a yearBend, OR · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
James Conrads is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- OregonSince 27 February 2026
- TexasSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 4 June 2002 |
| Series 66 | Uniform Combined State Law Examination | 22 May 2002 |
| Series 7 | General Securities Representative Examination | 9 May 2002 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Michael Conrads
- CRD
- 4522725
- Firm
- Capstone Wealth Management Group · CRD 340135
- Office
- 404 SW COLUMBIA STREET, SUITE 230, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does James Conrads work?
James Conrads is an investment adviser representative registered through Capstone Wealth Management Group, Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Conrads a financial advisor?
Yes. James Conrads has a current investment-adviser registration in Oregon and Texas, through Capstone Wealth Management Group since February 2026.
How many years of experience does James Conrads have?
James Conrads has 23 years in the financial industry, since July 2003, across 4 adviser firms.
What exams has James Conrads passed?
James Conrads has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in May 2002.
Where did James Conrads work before Capstone Wealth Management Group?
Before Capstone Wealth Management Group, James Conrads was registered through Cambridge Investment Reserarch, Inc., July 2003 to August 2003; Morgan Stanley, April 2003 to May 2003.
Where is James Conrads based?
James Conrads’ registered office is in Bend, OR.
Is James Conrads registered with FINRA?
No. James Conrads has no current broker registration.
How can I verify James Conrads’ record?
Search CRD 4522725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Conrads’ full registration record.