Unclaimed
Jared Holmes is a financial advisor with Country Capital Management Co. located in Bloomington, IL. Jared holds Series 7, 63, and 66 licenses, along with the SIE exam. Prior to joining Country Capital Management Co. Jared worked at J.P. Morgan Securities LLC, Mutual of Omaha Investor Services, Inc., and NYLIFE Securities LLC.
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
IL
06/30/2021 - Present
Country Capital Management Co. (BLOOMINGTON IL)
IL
02/18/2020 - 06/22/2021
J.P. MORGAN SECURITIES LLC (BLOOMINGTON IL)
IL
06/10/2019 - 12/17/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Bloomington IL)
IL
09/18/2018 - 05/17/2019
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
BOTH
Issued 06/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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