Unclaimed
Jacob Wilmon Mouser is a financial advisor with over 18 years of experience in the industry. Jacob is currently registered with Country Capital Management Co. Jacob is also registered with the states of Arizona and Colorado. Previously, Jacob has worked at Wells Fargo Advisors, LLC, Key Investment Services LLC, McDonald Investments Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Jacob holds the Series 6, Series 63 and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CO
07/05/2012 - Present
Country Capital Management Co. (Windsor CO)
CO
07/25/2007 - 05/28/2010
WELLS FARGO ADVISORS, LLC (FORT COLLINS CO)
OH
01/18/2006 - 02/15/2006
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
01/19/2005 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
WI
04/16/2001 - 12/07/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/03/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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