Jason Napoli (CRD# 3116306) is an Investment Advisor Representative working at High Country Capital Management in Montrose, CO and has over 25 years of experience in the finance industry.
CRD# 5614989
Cetera Investment Advisers LLC
CRD# 4332791
Raymond James Financial Services Advisors, Inc.
CRD# 7024020
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| High Country Capital Management | Montrose, CO | Feb 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- CO
-
Total Assets Under Management73MILLIONS
-
Total Number of Accounts361ACCOUNTS
-
Average Account Value$201,501
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
CO, TX, WY
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