Jonathan Stump has been an investment adviser representative at Capstone Wealth Management since February 2015, and is not listed among the firm’s executive officers or direct owners.
Capstone Wealth Management Corp. is a Lakeland, FL firm with $109M under management, 288 clients and 3 advisers across 2 offices, as of its July 2026 filing.
- – present · 11 yearsLakeland, FL · Adviser representative · Firm CRD 165359
Investment adviser representative registrations
Jonathan Stump is registered as an investment adviser representative in 2 states. The first approvals date from February 2015; the most recent is Florida, in March 2015.
- FloridaSince 5 March 2015
- WisconsinSince 10 February 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Thomas Stump
- CRD
- 5544464
- Firm
- Capstone Wealth Management · CRD 165359
- Office
- 5120 S. LAKELAND DRIVE, SUITE 1, Lakeland, FL 33813
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan Stump work?
Jonathan Stump is an investment adviser representative registered through Capstone Wealth Management Corp. since February 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Stump a financial advisor?
Yes. Jonathan Stump has a current investment-adviser registration in Florida and Wisconsin, through Capstone Wealth Management since February 2015.
How many years of experience does Jonathan Stump have?
Jonathan Stump has 11 years in the financial industry, since February 2015, across 1 adviser firm.
What exams has Jonathan Stump passed?
Jonathan Stump passed the Series 65 in September 2013.
Where is Jonathan Stump based?
Jonathan Stump’s registered office is in Lakeland, FL.
Is Jonathan Stump registered with FINRA?
No. Jonathan Stump has no current broker registration.
How can I verify Jonathan Stump’s record?
Search CRD 5544464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Stump’s full registration record.
