Jay Duane Hokanson

Current Employers

First Heartland Consultants, Inc.

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2022-08-12
WA	RA	APPROVED	2016-06-22
VA	RA	APPROVED	2016-05-17
KY	RA	APPROVED	2015-09-28
TX	RA	APPROVED_RES	2015-01-06
MD	RA	APPROVED	2014-10-21
NM	RA	APPROVED	2012-08-13
MI	RA	APPROVED	2009-11-09
AR	RA	APPROVED	2007-10-26

RI RA
APPROVED

Since 2022-08-12
WA RA
APPROVED

Since 2016-06-22
VA RA
APPROVED

Since 2016-05-17
KY RA
APPROVED

Since 2015-09-28
TX RA
APPROVED_RES

Since 2015-01-06
MD RA
APPROVED

Since 2014-10-21
NM RA
APPROVED

Since 2012-08-13
MI RA
APPROVED

Since 2009-11-09
AR RA
APPROVED

Since 2007-10-26

Branch Locations

4440 Jackson Rd, Ann Arbor, MI 48103 • United States

300 S Adams Street, Newaygo, MI 49337 • United States

4550 Division, Trenton, MI 48183 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
First Heartland Capital Inc	Lake St. Louis	MO	02/2007	Present

02/2007 → Present

First Heartland Capital Inc

Lake St. Louis, MO

Other Businesses

Drummond Capital. Investment related. SELL FIXED LIFE AND ANNUITY PRODUCTS UNDER DRUMMOND CAPITAL MANAGEMENT. Start 1/31/07. FIRST HEARTLAND CONSULTANTS. Investment related. IAR. INVESTMENT ADVISORY SERVICES. Start 2/15/07. Clearwater Wealth Management - Marketing Entity - Sale and Distribution of Insurance Products. Start 1/1/21. University of Michigan Credit Union Wealth Management - DBA used for marketing financial services at UMCU. Start 1/1/08. Gerber FCU Investment Services - DBA used for marketing financial services at the credit union. Start 1/1/06. Arbor Financial Credit Union Wealth Management - DBA used for marketing financial services at the credit union. Start 1/1/09. PFCU Wealth Management - DBA used for marketing financial services at the credit union. Start 1/1/08. Shore to Shore Credit Union Wealth Management - DBA used for marketing financial services at the credit union. Start 1/1/07.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-20
S63	Uniform Securities Agent State Law Examination	2007-03-24

S66 Uniform Combined State Law Examination

2007-04-20
S63 Uniform Securities Agent State Law Examination

2007-03-24

View on SEC IAPD

Current Employers

First Heartland Consultants, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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