Jamie Lee Conlon
Investment Adviser Representative at Mutual OF Omaha Investor Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jamie Lee Conlon is an investment adviser representative with Mutual of Omaha Investor Services, Inc. in Little Elm, TX, where they have been registered since 2026. They have worked in the securities industry since 2015 and have been registered with 7 firms, including JOHN Hancock Distributors LLC and Fidelity & Guaranty Securities, LLC. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
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.
- American General Life Insurance CompanyJul 2015 – Nov 2019Houston, TX
- AIG Capital Services, Inc.Jul 2015 – Nov 2019Houston, TX
- Capitas Financial, IncJan 2020 – Apr 2021Houston, TX
- UnemployedNov 2019 – Jan 2020Little Elm, TX
- The Leaders Group, Inc.Feb 2020 – Apr 2021Littleton, CO
- Fidelity & GuarantyMay 2021 – Jun 2025Des Moines, IA
- John Hancock Distributors LLCJun 2025 – Jun 2026Boston, MA
- John HancockJun 2025 – Jun 2026Boston, MA
- Fidelity & Guaranty Securities, LLCMay 2023 – Jun 2025Des Moines, IA
- Mutual of OmahaJun 2026 – no end date reportedOmaha, NE
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mutual OF Omaha Investor Services, 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
- Other
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
Saving for retirement and other important goals, reviewing current savings strategies, taking advantage of different account types and investment options, planning retirement income, employee benefits guidance, strategies for business owners, and estate and legacy planning.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 279
- Offices listed on AdvisorFinder:
- 28
- Main office:
- Omaha, NE
- SEC file number:
- 801-61332
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Mutual OF Omaha Investor Services, Inc.
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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 Lee Conlon 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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