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Jason Dwain Telford

Investment Adviser Representative at CAPSTONE FINANCIAL ADVISORS INC

Downers Grove, ILCRD #5839187Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
2 states

Professional summary

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

Jason Dwain Telford has worked in the securities industry since 2012. They are registered to provide investment advisory services in Illinois and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
IllinoisTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $2,000,0000.75%
Next $2,000,0000.60%
Over $6,000,0000.50%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Capstone Financial Advisors Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CAPSTONE FINANCIAL ADVISORS INCCurrent
1/26/2012Downers Grove, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Jason Dwain Telford 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.

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