Jonathan A Leymaster
Investment adviser representative at Capstone Investment Group
20 yearsExperience
4 statesRegistered in
$342.7MFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Capstone Investment Group, LLCApr 2024 to now
- Pruco Securities, LLC.Nov 2017 to Apr 2024
- Prudential Insurance Company of AmericaNov 2017 to Apr 2024
- Northwestern Mutual Wealth Management CompanyMar 2017 to Oct 2017
- Northwestern Mutual Investment Services, LLCMar 2007 to Oct 2017
- Northwestern Mutual Life Insurance CompanyAug 2006 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (MI, NE, TX, WA).
Capstone Investment Group
Legal name: Capstone Investment Group, LLC
$342.7MAssets managed
819Clients
7Advisers
5 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
- 5196126
- Firm CRD
- 159918