John
Dowell

First Heartland Consultants, Inc

CRD#6535558
Investment Advisor
in Monrovia, IN

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About this Advisor

John Dowell is a financial advisor working out of Monrovia, Indiana with a total of 1 year of industry experience. Dowell currently works for First Heartland Consultants, Inc. Throughout their career, Dowell has worked at Nyhart, Edward Jones and First Heartland Capital Inc. Dowell maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Indiana and Texas. First Heartland Consultants, Inc is a registered investment firm operating out of Lake Saint Louis, MO. The investment advisory business has offices in 78 locations and a total of 105 advisors. It handles $2 billion in total assets across its 9,067 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to nine charitable organizations. Of its 9,067 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees depend on which services the firm provides the client. However, fee types billed by First Heartland Consultants, Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

125 W Main St
Monrovia, IN 46157

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First Heartland Consultants, Inc Brokerage Details

Total Assets Under Management

$1,466,573,479

IN Average: $11,469,110,461
Total Number of Employees

105

IN Average: 458
Total Number of Accounts

9,067

IN Average: 33,415
Average Account Size

$161,748

IN Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Dowell Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

First Heartland Capital Inc

2015 - 2022 (7 years)

Edward Jones

2005 - 2015 (10 years)

Nyhart

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Dowell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Heartland Consultants, Inc

Adam Harrop
Denver, CO
Joe Selby
Jonesboro, AR
Evin Lantz
Rochester, MN
Robert Williams
Memphis, TN
Kevin Lynch
Hillsborough, NJ
Lawrence Blumenfeld
Rancho Mirage, CA
Aaron Minor
Denver, CO
Daniel Orellano
Little Rock, AR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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