AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JB

James H. Beckmeyer

Some features on this profile are disabled
CRD#: 813213
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 Henry Beckmeyer, who also goes by James Henry Beckemeyer, Jimmy Beckemeyer, Jimmy Beckmeyer, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1975. James had worked at 15 firms and has passed the Series 63 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Henry Beckemeyer | Jimmy Beckemeyer | Jimmy Beckmeyer

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 11, 1996 - August 7, 1996

AMERICAN INVESTMENT SERVICES, INC.

BD
CRD#: 21111
OKLAHOMA CITY, OK
Past

February 8, 1991 - April 23, 1994

THE TRADING DESK, INC.

BD
CRD#: 22908
Past

September 10, 1990 - October 31, 1990

KNIBBE FINANCIAL GROUP, INC.

BD
CRD#: 14436
Past

October 28, 1987 - July 5, 1990

FIRSTMONEY SECURITIES CORPORATION

BD
CRD#: 18220
Past

September 18, 1987 - November 13, 1987

MORTGAGE GOVERNMENT SECURITIES, INC.

BD
CRD#: 19840
Past

May 1, 1987 - October 27, 1987

M.G.S.I. SECURITIES, INC.

BD
CRD#: 16723
Past

October 30, 1985 - March 25, 1987

TOWNES & CO., INC.

BD
CRD#: 7034
Past

May 15, 1984 - June 26, 1984

FIRST FLORIDA SECURITIES, INC.

BD
CRD#: 3892
Past

January 25, 1983 - August 5, 1985

H. BURCKHARDT & COMPANY, INC.

BD
CRD#: 10274
Past

July 21, 1982 - January 21, 1983

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

December 21, 1981 - August 10, 1982

MARSHALL AND MEYER BROKERAGE SERVICES, INC.

BD
CRD#: 7254
Past

October 1, 1980 - September 24, 1981

SWINK & COMPANY, INC.

BD
CRD#: 7111
Past

December 17, 1979 - October 2, 1980

UMIC, INC.

BD
CRD#: 5974
Past

April 2, 1979 - April 2, 1980

SOUTHERN SECURITIES INVESTMENT BANKERS, INC.

BD
CRD#: 7223
Past

February 27, 1979 - April 24, 1979

SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.

BD
CRD#: 6950
Past

August 7, 1978 - January 16, 1979

UMIC, INC.

BD
CRD#: 5974
Past

March 16, 1978 - August 19, 1978

BEVILL, BRESLER & SCHULMAN INCORPORATED

BD
CRD#: 6971
Past

October 1, 1975 - February 7, 1978

UMIC, INC.

BD
CRD#: 5974

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: 7/21/1980
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam
RR
Series 00
Date: 9/26/1975
General Securities Principal Examination

Current Firm


AI
AMERICAN INVESTMENT SERVICES, INC.
AMERICAN INVESTMENT SERVICES, INC. | AMERICAN INVESTMNET SERVICES, INC.

CRD#: 21111 / SEC#: , 8-38685

BD
Terminated by SEC on 08/31/2002
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 09/20/1987
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
AISCO HOLDINGS, INC.SHAREHOLDER
NATIONAL CAPITAL COMPANIESSHAREHOLDER
CERBONE, JOSEPH ANTHONYPRESIDENT43833
USELTON, DARREL THOMASCHAIRMAN OF THE BOARD2051430
USELTON, MARK ALANMANAGER/DIRECTOR2229571

Disclosures


Regulatory Event22
Civil Event1
Arbitration14

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


AMERICAN INVESTMENT SERVICES, INC.

CRD#: 21111

TRUST BUT VERIFY

Monitor James Beckmeyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics