Jamie
Cox
First Heartland Consultants, Inc
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About this Advisor
Jamie Cox is a chartered financial consultant who works in Albuquerque, New Mexico who has 8 years of industry experience. Cox currently works for First Heartland Consultants, Inc. They have been an employee of First Heartland Consultants, Inc for their total career. Cox has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Mexico. First Heartland Consultants, Inc is a financial advisory firm headquartered in Lake Saint Louis, MO. The company has offices in 78 locations and a total of 105 advisors. It handles $2 billion in assets across its 9,067 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 9,067 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a wide range 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. Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by First Heartland Consultants, Inc likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Heartland Consultants, Inc Brokerage Details
$1,466,573,479
105
9,067
$161,748
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
Jamie Cox Work History
Jamie has been registered as a financial advisor for 8 years.*
First Heartland Capital Inc
*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 Jamie Cox 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
Rochester, MN
Denver, CO
Jonesboro, AR
Lake Saint Louis, MO
Denver, CO
Spartanburg, SC
Rancho Mirage, CA
Spartanburg, SC
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