Jay B. Mix

MIDLAND WEALTH MANAGEMENT

Effingham, IL 62401

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CRD#: 5727559

Professional summary

Jay Bryan Mix, who also goes by Jay Bryan Mix, Jay B Mix, is a registered financial advisor currently at MIDLAND WEALTH MANAGEMENT located in Effingham, Illinois.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jay has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Bryan Mix | Jay B Mix

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.

Insurance Sales; Investment-related; Same Address; Individual Capacity; Approximately 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Bryan Mix'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

August 6, 2024 - Present

MIDLAND WEALTH MANAGEMENT

Office #1: 1201 Network Centre Drive, Effingham, IL 62401

RIA

CRD#: 324997

Effingham, IL

Past

December 22, 2009 - March 6, 2024

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

Effingham, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MIDLAND WEALTH MANAGEMENT

MIDLAND WEALTH ADVISORS, LLC | MIDLAND WEALTH MANAGEMENT

CRD#: 324997 / SEC#: 801-127578

RIA

Registered Investment Advisory firm - (8/16/2023 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/30/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/21/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MIDLAND WEALTH MANAGEMENT

MIDLAND WEALTH ADVISORS, LLC | MIDLAND WEALTH MANAGEMENT

CRD#: 324997 / SEC#: 801-127578

RIA

Registered Investment Advisory firm - (8/16/2023 Approved)

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Contact information

Main Address

1201 Network Centre Drive, Effingham, IL 62401

Mailing Address

Phone number

(312) 660-6516

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MIDLAND WEALTH ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (6/24/2025)

Regulatory assets under management

Total Number of Accounts	4,290
AUM (Assets Under Management)	$ 2,931,513,136

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/16/2025	Cover Page	Report
02/07/2025	Cover Page	Report
04/26/2024	Cover Page	Report

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.

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Jay B. Mix

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Bryan Mix's CRS (Customer Relationship Summary).

Certified licenses

Experience

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

MIDLAND WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2024

Series 63

Date: 12/30/2009

SIE

Date: 10/1/2018

Series 6

Date: 12/21/2009

Current Firm

MIDLAND WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MIDLAND WEALTH MANAGEMENT

TRUST BUT VERIFY

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