Jamie Leanne Cox
Investment Adviser Representative at First Heartland Consultants, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jamie Leanne Cox is an investment adviser representative with First Heartland Consultants, Inc. in Albuquerque, NM, where they have been registered since 2015. They have worked in the securities industry since 1998 and have been registered with 4 firms, including Princor Financial Services Corporation and The Variable Annuity Marketing Company. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in New Mexico.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Mexico
- Broker:
9 states and territories
Arizona, California, Colorado, Connecticut, New Mexico, Oklahoma, Oregon, Texas, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Heartland Capital IncDec 2001 – no end date reportedLake St Louis, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Heartland Consultants, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Broker Dealer, RIA (supporting third-party management and Rep as PM), and BGA (representing all major carriers); technology solutions including paperless order processing, CRM support, block trading platform, compliant video conferencing, and Google Workspace collaboration tools
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 93
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Lake St. Louis, MO
- Founded:
- 1984
- SEC file number:
- 801-46595
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 13, 2026
View full firm profileOther advisors at First Heartland Consultants, Inc.
Showing 12 of 93 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamie Leanne Cox has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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