Joel William Lake
Investment adviser representative at Jmf Capstone Wealth Management
34 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
34 years in the industry.
- Jmf Capstone Wealth ManagementFeb 2014 to now
- Jamisonmoneyfarmer, PcAug 1992 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
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
- 6261468
- Firm CRD
- 118296