Unclaimed
Jason Potter is a financial advisor with over 6 years of experience in the financial services industry. Jason has a Series 6, Series 63, and SIE license. Jason is currently registered with Country Capital Management Co. in Illinois and Iowa.
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
01/21/2016 - Present
Country Capital Management Co. (ALEDO IL)
BC
Issued 01/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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