Don A. “Jake” Jacobson

• General Securities Representative – (Series 7) – FINRA
• General Securities Principal – (Series 24) – FINRA
• Municipal Securities Limited Principal – (Series 51) – FINRA
• Uniform Securities Agent State Law – (Series 63) – NASAA
• Uniform Investment Advisor Law – (Series 65) – NASAA
• General Lines Agent – (Texas) – Life, Accident, Health and HMO
• General Lines Agent – (Texas) – Property and Casualty

Jeffrey J. Schmeltekopf

• General Securities Representative – (Series 7) – FINRA
• General Securities Principal – (Series 24) – FINRA
• Municipal Securities Limited Principal - (Series 51) - FINRA
• Uniform Securities Agent State Law – (Series 63) – NASAA
• Certified Financial Planner® (exemption for Series 65)
• General Lines Agent – (Texas) – Life, Accident, Health and HMO
• General Lines Agent – (Texas) – Property and Casualty

Timothy C. Lowry

• General Securities Representative – (Series 7) – FINRA
• Uniform Securities Agent State Law – (Series 63) – NASAA
• Certified Financial Plannerâ – (exemption for Series 65)
• General Lines Agent – (Texas) – Life, Accident, Health and HMO

Janis C. Hernandez

• General Securities Representative - (Series 7) - FINRA

Brent L. Collier

• Investment Co. Products / Variable Contracts Limited Rep. – (Series 6) – FINRA
• Uniform Securities Agent State Law – (Series 63) – NASAA
• General Lines Agent – (Texas) – Life, Accident, Health and HMO

Linda K. Jacobson

• General Lines Agent – (Texas) – Property and Casualty

Rachael L. Jacobson

• General Lines Agent – (Texas) – Property and Casualty

Glenda J. Bashor

• General Lines Agent – (Texas) – Life, Accident, Health and HMO