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RIA / WealthAdvisor29 years in industry

JACOLYN HELEN WETMORE

Advisor at JWC CAPITAL MANAGEMENT, LLC

ANNAPOLIS, MD

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Search this name across graphsid dfx:ria:12642755-072f-f4e4-a46c-118485ebfcb0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JWC CAPITAL MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 6, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 6, 1997
First registration: Mar 26, 2010
Dual registered: no
IAPD individual key: 2856221

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JWC CAPITAL MANAGEMENT, LLC	State registered	Jan 1, 2025	n/a	yes	ANNAPOLIS, MD	Current employment
CAPITAL ONE INVESTING, INC.	Former SEC adviser	Jul 12, 2018	Oct 6, 2020	no	Hunt Valley, MD	Previous registration
CALVERT INVESTMENT COUNSEL	Former SEC adviser	Aug 18, 2016	Jul 18, 2018	no	HUNT VALLEY, MD	Previous registration
PBMARES WEALTH MANAGEMENT LLC	No RAUM reported	Jan 29, 2013	Jul 28, 2016	no	FAIRFAX, VA\|FAIRFAX, VA	Previous registration
PBGH FINANCIAL ADVISORS, INC.	Former SEC adviser	Jan 10, 2013	Jan 25, 2013	no	FAIRFAX, VA	Previous registration
CAPITAL FIDUCIARY ADVISORS, LLC	Former SEC adviser	Sep 9, 2010	Nov 2, 2012	no	RESTON, VA	Previous registration
CAPITAL FIDUCIARY ADVISORS, LLC	Former SEC adviser	Mar 26, 2010	Jun 24, 2010	no	n/a	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAPITAL ONE INVESTING, INC.	JWC CAPITAL MANAGEMENT, LLC	Oct 6, 2020	Jan 1, 2025	1,548	Firm change after gap	RIA to state RIA
CALVERT INVESTMENT COUNSEL	CAPITAL ONE INVESTING, INC.	Jul 18, 2018	Jul 12, 2018	-6	Firm change	RIA to RIA
PBMARES WEALTH MANAGEMENT LLC	CALVERT INVESTMENT COUNSEL	Jul 28, 2016	Aug 18, 2016	21	Firm change	Other
PBGH FINANCIAL ADVISORS, INC.	PBMARES WEALTH MANAGEMENT LLC	Jan 25, 2013	Jan 29, 2013	4	Firm change	Other
CAPITAL FIDUCIARY ADVISORS, LLC	PBGH FINANCIAL ADVISORS, INC.	Nov 2, 2012	Jan 10, 2013	69	Firm change	Other

Relationships

Registered with (6)

→ JWC CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ CAPITAL ONE INVESTING, INC.Registered adviserregistration: previous registration
Jul 12, 2018 to Oct 6, 2020factForm ADV
→ CALVERT INVESTMENT COUNSELRegistered adviserregistration: previous registration
Aug 18, 2016 to Jul 18, 2018factForm ADV
→ PBMARES WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 29, 2013 to Jul 28, 2016factForm ADV
→ PBGH FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 10, 2013 to Jan 25, 2013factForm ADV
→ CAPITAL FIDUCIARY ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 9, 2010 to Nov 2, 2012factForm ADV

Dated events

No dated event names this entity yet.