Jason Gabriel Napoli

Employer firm

High Country Capital Management CRD 106151

$87.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• COMPLIMENTARY SPEAKER; BACK OFFICE SERVICES-ACCOUNT TRANSFERS, TRADING AND DISTRIBUTION SERVICES FOR A SEPARATE RIA

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → Present
  High Country Capital Management
  Montrose, CO

Previous Registrations

• 2008-07-02 → 2009-03-03
  Chase Investment Services Corp.
  Wilmette, IL
• 2004-09-13 → 2006-06-27
  Tiaa-Cref Trust Company, Fsb
  Denver, CO

Other Businesses

1) HIGH COUNTRY CAPITAL MANAGEMENT 2) INVESTMENT RELATED - REGISTERED INVESTMENT ADVISOR 3) 521 E. MAIN STREET, MONTROSE,CO 81401 4)INVESTMENT MANAGEMENT AND FINANCIAL PLANNING FOR INDIVIDUAL AND INSTITUTIONAL CLIENTS 4) PRESIDENT AND PRINCIPAL 5) 02/08/12 6)80 HOURS A MONTH DEVOTED TO HIGH COUNTRY CAPITAL MANAGEMENT 7)4 HOURS A MONTH DEVOTED DURING SECURITIES TRADING HOURS 8)PROVIDE INVESTMENT MANAGEMENT, ADVICE AND FINANCIAL PLANNING SERVICE TO CLIENTS. RESPONSIBLE FOR STRATEGIC MANAGEMENT OF RIA FIRM INCLUDING SALES, MARKETING, INVESTMENT STRATEGY, CLIENT RELATIONSHIP MANAGEMENT AND RISK MANAGEMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-10
• S63 Uniform Securities Agent State Law Examination
  1998-10-23

Designations

• Chartered Financial Consultant