Jamie Lee Conlon

Employer firm

Mutual Of Omaha Investor Services, Inc. CRD 611

$32.0M regulatory AUM 6,880 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Mutual Of Omaha Investor Services, Inc.

3300 Mutual Of Omaha Plaza, Omaha, NE 68175-1020 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-20

TX RA
APPROVED

Since 2026-07-20

Branch Locations

Little Elm, TX • United States

Mutual Of Omaha Plaza, Omaha, NE 68175 • 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

Organization	City	State	From	To
American General Life Insurance Company	Houston	TX	07/2015	11/2019
Aig Capital Services, Inc.	Houston	TX	07/2015	11/2019
Capitas Financial, Inc	Houston	TX	01/2020	04/2021
Unemployed	Little Elm	TX	11/2019	01/2020
The Leaders Group, Inc.	Littleton	CO	02/2020	04/2021
Fidelity & Guaranty	Des Moines	IA	05/2021	06/2025
John Hancock Distributors Llc	Boston	MA	06/2025	06/2026
John Hancock	Boston	MA	06/2025	06/2026
Fidelity & Guaranty Securities, Llc	Des Moines	IA	05/2023	06/2025
Mutual Of Omaha	Omaha	NE	06/2026	Present

07/2015 → 11/2019

American General Life Insurance Company

Houston, TX
07/2015 → 11/2019

Aig Capital Services, Inc.

Houston, TX
01/2020 → 04/2021

Capitas Financial, Inc

Houston, TX
11/2019 → 01/2020

Unemployed

Little Elm, TX
02/2020 → 04/2021

The Leaders Group, Inc.

Littleton, CO
05/2021 → 06/2025

Fidelity & Guaranty

Des Moines, IA
06/2025 → 06/2026

John Hancock Distributors Llc

Boston, MA
06/2025 → 06/2026

John Hancock

Boston, MA
05/2023 → 06/2025

Fidelity & Guaranty Securities, Llc

Des Moines, IA
06/2026 → Present

Mutual Of Omaha

Omaha, NE

Other Businesses

OBA Details: 1.) a. OBA Name: AIG b. Investment-related?: Yes c. OBA Address: 2929 Allen Parkway, Houston, TX 77019 d. OBA Nature: Life Sales e. Position, Title, or Relationship with the OBA: Agent f. OBA Start Date: 01/15/2021 g. Approximate number of hours/month devoted to the OBA: 0 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: No ongoing duties, receives a small residual commission for renewals years 1-10 2.) a. OBA Name: Fidelity & Guaranty b. Investment-related? No c. OBA Address: 801 Grand Avenue, Des Moines, IA, 50309 d. OBA Nature: Insurance Sales e. Position, Title, or Relationship with the OBA: Agent f. OBA Start Date: 06/3/2024 g. Approximate number of hours/month devoted to the OBA: 0 h. Number of hours devoted to the OBA during securities trading hours: 0 i. Brief description duties related to the OBA: Receives commission on existing fixed life products.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-11-20

S63 Uniform Securities Agent State Law Examination

2025-11-20

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD