Jay Duane Hokanson
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.
Jay Duane Hokanson is an investment adviser representative with First Heartland Consultants, Inc. in Newaygo, MI, where they have been registered since 2007, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 9 states.
Registrations & licenses
- Investment adviser:
- Arkansas, Kentucky, Maryland, Michigan, New Mexico, Rhode Island, Texas, Virginia, Washington
- Broker:
40 states and territories
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington
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 IncFeb 2007 – 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.
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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. Jay Duane Hokanson 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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