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JM

Jacob W. Mouser

COUNTRY CAPITAL MANAGEMENT COMPANY
Windsor, CO 80550
Some features on this profile are disabled
CRD#: 4363607
JM

Professional summary


Jacob Wilmon Mouser, who also goes by Jake Wilmon Mouser, is a registered financial professional currently at COUNTRY CAPITAL MANAGEMENT COMPANY located in Windsor, Colorado.

Jacob is registered as a RR (Registered Representative) and started their career in finance in 2001. Jacob has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jake Wilmon Mouser

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) - BD


Click below to view Jacob Wilmon Mouser's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 5, 2012 - Present

COUNTRY CAPITAL MANAGEMENT COMPANY

Office #1: 1218 W Ash Street Unit L, Windsor, CO 80550
BD
CRD#: 12060
Windsor, CO
Past

July 25, 2007 - May 28, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FORT COLLINS, CO
Past

January 18, 2006 - February 15, 2006

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
BROOKLYN, OH
Past

January 19, 2005 - January 18, 2006

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

July 3, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

April 16, 2001 - December 7, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/20/2022)
RR
Colorado
(7/9/2012)

Exams


State Security Law Exam
RR
Series 63
Date: 4/30/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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#: 12060Windsor, CO 80550

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