Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Albert Ancelet

Country Capital Management Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Albert Ancelet

Jeffrey Ancelet is a financial advisor with Country Capital Management Co. in Bloomington, Illinois. Jeffrey has been in the financial services industry since 1999. Jeffrey holds Series 7, Series 63, Series 66, Series 9, Series 10, Series 26, Series 51, Series 99TO, and SIE licenses. Jeffrey is registered with FINRA as a Registered Representative and is a licensed representative of Country Capital Management Co. in Illinois, Minnesota, North Dakota, and Wisconsin.

Firm Information

Jeffrey Ancelet is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Ancelet’s Registration & Firm History

IL

07/12/2018 - Present

Country Capital Management Co. (BLOOMINGTON IL)

IL

02/26/2018 - 06/08/2018

TD AMERITRADE, INC. (BLOOMINGTON IL)

IL

01/16/2007 - 02/26/2018

SCOTTRADE, INC. (BLOOMINGTON IL)

MO

10/14/1999 - 01/12/2007

TD AMERITRADE, INC. (ST. LOUIS MO)

Not sure if Jeffrey Albert Ancelet is right for you?

Licenses & Designations

BOTH

Issued 06/19/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2018

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/09/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/28/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/25/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Albert Ancelet.
Not sure if Jeffrey Albert Ancelet is right for you?