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JB

James M. Barry

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CRD#: 1304577
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Michael Barry, who also goes by James M Barry, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1992. James had worked at 8 firms and has passed the Series 63, SIE, Series 3, Series 34, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James M Barry

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 1, 2015 - May 31, 2016

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
CAROL STREAM, IL
Past

July 9, 2010 - January 12, 2015

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHICAGO, IL
Past

August 21, 2007 - May 28, 2010

OPTIONSHOUSE1, LLC

BD
CRD#: 135625
CHICAGO, IL
Past

April 17, 2007 - May 30, 2007

UBS SECURITIES LLC

BD
CRD#: 7654
CHICAGO, IL
Past

January 24, 2005 - May 30, 2007

UBS CLEARING SERVICES CORPORATION

BD
CRD#: 44883
CHICAGO, IL
Past

January 2, 1997 - March 15, 2006

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

October 20, 1995 - January 2, 1997

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL
Past

August 17, 1994 - October 23, 1995

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

June 17, 1992 - June 6, 1994

THE CHICAGO CORPORATION

BD
CRD#: 1449
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/18/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 34
Date: 5/25/2012
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
RR
Series 55
Date: 3/27/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam

Current Firm


CC
COUNTRY CAPITAL MANAGEMENT COMPANY
COUNTRY CAPITAL MANAGEMENT COMPANY | COUNTRY INSURANCE & FINANCIAL SERVICES | COUNTRY FINANCIAL

CRD#: 12060 / SEC#: , 8-12645

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
1711 General Electric Road, Bloomington, IL 61704
Mailing Address
P.o. Box 2222, Bloomington, IL 61702-2222
Phone number
(309) 821-5228
Established
Illinois since 08/04/1965
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (31 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
COUNTRY LIFE INSURANCE COMPANYSHAREHOLDER
BULL, DAVID BPRINCIPAL OPERATIONS OFFICER5287948
DARMSTAEDTER, GEOFFREY FREDERICKCHIEF COMPLIANCE OFFICER & ANTI-MONEY LAUNDERING COMPLIANCE OFFICER5709185
DODDS, ALAN KEITHVICE PRESIDENT - FINANCE & TREASURER5660784
DUNCAN, BRIAN KEITHCHAIRMAN OF THE BOARD & DIRECTOR6904912
ELLERMAN, DOUGLAS JOSEPHVICE PRESIDENT, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER6096851
FLETCHER, JEREMIAH DEANCHIEF INFORMATION SECURITY OFFICER6970583
FRERICHS, TROY MITCHELLCEO, EXECUTIVE REPRESENTATIVE4133454
GREEN, DENNIS WAYNEDIRECTOR6904908
HARRIS, TIMOTHY JOHNEXECUTIVE VICE PRESIDENT OF AGENCY3155020
MEISS, DAVID LEEDIRECTOR6904884
SCHUTZ, CHAD KENNETHDIRECTOR6904905
VANCE, JENNIFER LYNNGENERAL COUNSEL, SECRETARY & CHIEF LEGAL OFFICER7040592

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

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