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RIA / WealthAdvisorCertified Financial Planner25 years in industry

GEORGE WALTON JAMESON

Advisor at CAPITAL WEALTH GROUP LLC

COLUMBIA, SC

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Search this name across graphsid dfx:ria:8175f0e9-a3b7-9f5f-4cf0-6ed9b8ae51e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 3, 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: CAPITAL WEALTH GROUP 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: Oct 18, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 18, 2000
First registration: Nov 3, 2010
Dual registered: no
Other names: GEORGE W JAMESON|GEORGE WALTON JAMESON JR
IAPD individual key: 4263854

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
CAPITAL WEALTH GROUP LLC	State registered	Jan 9, 2024	n/a	yes	COLUMBIA, SC	Current employment
INDEPENDENT ADVISOR ALLIANCE, LLC	Independent wealth	Mar 30, 2021	Jun 5, 2023	no	Columbia, SC	Previous registration
CORNERSTONE WEALTH	Independent wealth	Jan 3, 2018	Mar 15, 2021	no	Lexington, SC	Previous registration
CORNERSTONE WEALTH	Former SEC adviser	Jan 8, 2016	Dec 31, 2017	no	Lexington, SC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 21, 2013	Sep 8, 2016	no	LEXINGTON, SC\|COLUMBIA, SC	Previous registration
MORGAN STANLEY	Wirehouse	Nov 3, 2010	Mar 5, 2013	no	COLUMBIA, SC	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
INDEPENDENT ADVISOR ALLIANCE, LLC	CAPITAL WEALTH GROUP LLC	Jun 5, 2023	Jan 9, 2024	218	Firm change	RIA to state RIA
CORNERSTONE WEALTH	INDEPENDENT ADVISOR ALLIANCE, LLC	Mar 15, 2021	Mar 30, 2021	15	Firm change	RIA to RIA
CORNERSTONE WEALTH	CORNERSTONE WEALTH	Dec 31, 2017	Jan 3, 2018	3	Channel change	Other
LPL FINANCIAL LLC	CORNERSTONE WEALTH	Sep 8, 2016	Jan 8, 2016	-244	Firm change after gap	Other
MORGAN STANLEY	LPL FINANCIAL LLC	Mar 5, 2013	Feb 21, 2013	-12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157935:289971:SC:2017-12-31	Dec 31, 2017	Jan 3, 2018	LEXINGTON, SC	Firm change

Relationships

Registered with (6)

→ CAPITAL WEALTH GROUP LLCRegistered adviserregistration: current employment
Jan 9, 2024 to presentfactForm ADV
→ INDEPENDENT ADVISOR ALLIANCE, LLCRegistered adviserregistration: previous registration
Mar 30, 2021 to Jun 5, 2023factForm ADV
→ CORNERSTONE WEALTHRegistered adviserregistration: previous registration
Jan 3, 2018 to Mar 15, 2021factForm ADV
→ CORNERSTONE WEALTHRegistered adviserregistration: previous registration
Jan 8, 2016 to Dec 31, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 21, 2013 to Sep 8, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 3, 2010 to Mar 5, 2013factForm ADV

Dated events

Occurred
Jun 5, 2023
Advisor changed firm
George Walton Jameson left Independent Advisor Alliance, Llc for Capital Wealth Group Llc (registered 2024-01-09)
Form ADVobserved 5 days ago