Jack Stewart Earley

Employer firm

Cozad Asset Management Inc CRD 104764

$2.62B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2012 → Present
  Cozad Asset Management
  Champaign, IL
• 03/2012 → 09/2021
  M Holding Securities, Inc.
  Portland, OR

Previous Registrations

• 1998-02-06 → 2011-03-14
  Ameriprise Financial Services, Llc
  Savoy, IL
  Savoy, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-06-06

Designations

• Certified Financial Planner