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JC

Jacob R. Couch

FMSA
Grand Junction, CO
CRD#: 8217618
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JC
Jacob R CouchFMSA

Professional summary

Jacob R Couch, who also goes by Jacob Couch, is a registered financial advisor currently at FMSA located in Grand Junction, Colorado.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jacob has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Jacob Couch

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) - RIA

Click below to view Jacob R Couch'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

February 7, 2026 - Present

FMSA

RIA
CRD#: 154136
Grand Junction, CO

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".
FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 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
Colorado
(2/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2026
Uniform Investment Adviser Law Examination

Current Firm

FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 Approved)
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Contact information

Main Address
Delray Beach, FL
Mailing Address
Phone number
(561) 289-2602
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FMSA ADV 2 (2/11/2026)

Regulatory assets under management

Total Number of Accounts1,784
AUM (Assets Under Management)$ 216,378,047

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

FMSA

CRD#: 154136Grand Junction, CO

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