Jason Todd Ferree
Investment adviser representative at Capitol Securities Management, Inc.
15 yearsExperience
2 statesRegistered in
$2.2BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Capitol Securities Management, Inc.Feb 2022 to now
- Wells Fargo Advisors LLCSep 2011 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Capitol Securities Management, Inc.
$2.2BAssets managed
3,970Clients
97Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3235157
- Firm CRD
- 14169