Unclaimed Profile

Jason Gabriel Napoli

HIGH COUNTRY CAPITAL MANAGEMENT INC·MONTROSE, Colorado

SIE, Series 6, Series 7, Series 63, Series 65ChFCClean record21 years registeredHIGH COUNTRY CAPITAL MANAGEMENT INC

521 E. MAIN STREET, MONTROSE, CO 81401-3931CRD# 3116306Firm CRD# 106151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Gabriel Napoli · MONTROSE, CO

Registration

CRD #3116306 · HIGH COUNTRY CAPITAL MANAGEMENT INC · 21 years registered

Brand Profile

Not yet started

Career History

HIGH COUNTRY CAPITAL MANAGEMENT

Jun 2013 – present

CHASE INVESTMENT SERVICES CORP.

Jul 2008 – Mar 2009

WILMETTE, IL

TIAA-CREF TRUST COMPANY, FSB

Sep 2004 – Jun 2006

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 13, 2004

Years registered · 21

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGH COUNTRY CAPITAL MANAGEMENT INC

CRD 106151 · SEC 801-63035

AUM

$38M

Regulatory assets under management

Employees

202 client accounts

Services offered by HIGH COUNTRY CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIGH COUNTRY CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Jason Gabriel Napoli offer?

Jason Gabriel Napoli specializes in Financial Planning, Investment Management. Contact their office in MONTROSE, Colorado for a consultation.

What are Jason Gabriel Napoli's credentials?

Jason Gabriel Napoli holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Gabriel Napoli located?

Jason Gabriel Napoli is based in MONTROSE, Colorado, working with HIGH COUNTRY CAPITAL MANAGEMENT INC. Their office serves clients in the MONTROSE metropolitan area and surrounding communities.

How does Jason Gabriel Napoli charge for services?

Jason Gabriel Napoli's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGH COUNTRY CAPITAL MANAGEMENT INC?

HIGH COUNTRY CAPITAL MANAGEMENT INC has approximately 1 employees and manages $38M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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