John Frederick Wallace
Investment adviser representative at Capital Square, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$449.9MFirm assets
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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
- Seminars and workshops
Experience
13 years in the industry.
- Capital Square, LLCAug 2024 to now
- Morgan Stanley Private Bank, N.A.Oct 2018 to now
- Morgan StanleySep 2018 to now
- Steadfast CompaniesOct 2013 to Jun 2018
- Stira Capital Markets Group, LLCOct 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (AL).
Capital Square, LLC
$449.9MAssets managed
715Clients
11Advisers
9 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
- 6264365
- Firm CRD
- 286098