David J Berney
Investment adviser representative at Jmf Capstone Wealth Management
11 yearsExperience
2 statesRegistered in
$416.1MFirm assets
10 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Jmf Capstone Wealth ManagementFeb 2024 to now
- UnemployedOct 2023 to Feb 2024
- Stangier Wealth ManagementNov 2021 to Sep 2023
- UnemployedApr 2021 to Oct 2021
- Summit FundingAug 2020 to Mar 2021
- Springfield Police DepartmentFeb 2018 to Jul 2020
- 541 Cryo and LaserNov 2017 to Jan 2018
- Marist High SchoolOct 2017 to Mar 2018
- UnemployedJul 2017 to Oct 2017
- Renewall LLCMar 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Jmf Capstone Wealth Management
Legal name: Capstone Wealth Management, LLC
$416.1MAssets managed
219Clients
7Advisers
10 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
- 6229875
- Firm CRD
- 118296