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Jon Lewin Wheeler

Country Capital Management Co.

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About Jon Lewin Wheeler

Jon Lewin Wheeler is a financial advisor with over 10 years of experience in the industry. Jon currently works with Country Capital Management Co. based in Baxley, Georgia. Jon is a registered representative with FINRA and holds Series 6, SIE and Series 63 licenses. Jon’s focus is providing investment advisory services.

Firm Information

Jon Wheeler 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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Jon Wheeler’s Registration & Firm History

GA

12/01/2011 - Present

Country Capital Management Co. (Baxley GA)

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Licenses & Designations

BC

Issued 10/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jon Lewin Wheeler.
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