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Current Employers
First Heartland Consultants, Inc.

4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2015-06-25
  • NM RA
    APPROVED
    Since 2015-06-25

Branch Locations

6605 Uptown Blvd. Ne Suite 280, Albuquerque, NM 87110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Heartland Capital Inc Lake St Louis MO 12/2001 Present
  • 12/2001 → Present
    First Heartland Capital Inc
    Lake St Louis, MO
Other Businesses

AXCESS FINANCIAL GROUP, INC. Investment related. Partner. Medical ins plans, cafeteria plans, employee benefits. Start 12/31/04. Alamosa State Bank. Not investment related. Director, chairman. Promisory notes. Start 12/31/04. JLC ENTERPRISES, LLC. Not investment related. Managing member. Personal LLC. Start 12/31/04. 5 J's L:C. Not investment related. Real estate company for rental real estate owned by Jamie Cox and spouse; first renter 3/1/19. No compensation but pass through schedule E. 1-2 hrs per month. Start 9/1/18. Insurance Advisory Services, LLC fka MJK Services LLC. Not investment related. Managing Member. One of three current owners. Formerly group Insurance brokering; currently administrative services only. Entity used solely for paying salaries/commissions and other private administrative tasks. This name not used publically; per reg BI I cannot use this entity name to market insurance or anything else since this entity is not actually a registered Investment Advisory. Start 4/24/15 First Heartland Consultants - Investment related - Investment advisory services - Start 6/25/15. Amaze Health. Non-investment related. Health insurance services. Start 6/10/24.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-14
S63 Uniform Securities Agent State Law Examination 1998-08-18
  • S65 Uniform Investment Adviser Law Examination
    1999-12-14
  • S63 Uniform Securities Agent State Law Examination
    1998-08-18
Designations
Other Names
  • Jamie Leanne Nielsen

View on SEC IAPD

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