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Jacob Arrowsmith Wihtol

Investment Adviser Representative at Capstone Wealth Advisors, LLC

Salem, ORCRD #8148445Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob Arrowsmith Wihtol is an investment adviser representative with Capstone Wealth Advisors, LLC in Salem, OR, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oregon.

Office

388 State Street, Suite 700
Salem, OR 97301

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oregon

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/3/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Capstone Wealth Advisors, LLCCurrent
12/4/2025 – Salem, OR

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Twality Middle School
    Oct 2015 – Aug 2017Tigard, OR
  2. Sustainable School Source
    Dec 2019 – Dec 2023Sherwood, OR
  3. Oswego Lake Country Club
    Jan 2020 – Sep 2020Lake Oswego, OR
  4. Oregon State University
    Sep 2021 – Jun 2025Corvallis, OR
  5. Infinity Impressions
    Jul 2022 – Sep 2022Sherwood, OR
  6. UpDawg Painting
    May 2023 – Dec 2023Portland, OR
  7. Spanish Trails
    Jun 2024 – Aug 2024Barcelona
  8. Clodfelters
    Aug 2024 – Jun 2025Corvallis, OR
  9. Capstone Wealth Advisors, LLC
    Oct 2025 – no end date reportedSalem, OR
  10. Unemployed
    Jul 2025 – Sep 2025Tigard, OR
  11. Tigard High School
    Sep 2017 – Jun 2021Tigard, OR

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Capstone Wealth Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement planning, tax planning, planning for business owners, estate planning, and investment planning

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Retirement PlanningTax PlanningInvestment PlanningEstate PlanningBusiness Owner PlanningInvestment ManagementFinancial PlanningWealth Management

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
4
Main office:
Salem, OR
SEC file number:
801-110036

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Capstone Wealth Advisors, LLC

1 other advisor in the directory

View Capstone Wealth Advisors, LLC firm profile

Similar advisors in Salem, OR

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Arrowsmith Wihtol has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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