Unclaimed
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.
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.
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GA
12/01/2011 - Present
Country Capital Management Co. (Baxley GA)
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
Active
Inactive
F
FINRA
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