Chief Legal Officer · First Heartland Consultants, Inc.
Jeanne A. Jehle
CRD 4885198 · Named on Form ADV at one SEC-registered adviser
At a glance
First Heartland Consultants, Inc., an SEC-registered wealth manager based in Lake St. Louis, MO with $2.1 billion in regulatory assets, lists Jeanne A. Jehle on its Form ADV as Chief Legal Officer, a control person.
Firms and roles
- First Heartland Consultants, Inc.Chief Legal OfficerWealth manager · Lake St. Louis, MO · $2.1B in regulatory assets
AtlasMembers
Jeanne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeanne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David M. HoffChief Executive Officer/president, First Heartland Consultants, Inc.
- Zeonia M. ChristyChief Compliance Officer, First Heartland Consultants, Inc.
- Scott M HoffChief Operating Officer, First Heartland Consultants, Inc.
- Brandon W. HallChief Information Officer, First Heartland Consultants, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeanne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.