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Jeffrey Scott Koerner

Country Capital Management Co.

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About Jeffrey Scott Koerner

Jeffrey Scott Koerner is a financial advisor who has been in the industry since 1998. He is registered with Country Capital Management Co. in Bloomington, IL. Jeffrey has passed the Series 6, 7, 24, 26, 63 and SIE exams. Jeffrey's current registration is with Illinois.

Firm Information

Jeffrey Koerner 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.

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Jeffrey Koerner’s Registration & Firm History

IL

10/29/1998 - Present

Country Capital Management Co. (BLOOMINGTON IL)

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Licenses & Designations

BC

Issued 11/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/2007

Series 24 - General Securities Principal Examination

BC

Issued 07/19/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/28/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Scott Koerner.
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