Jamie Cox
Jamie Cox is a ChFC-designated registered investment advisor at First Heartland Consultants, INC., based in Albuquerque, NM, with 27 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
6605 Uptown Blvd. Ne, Suite 280, Albuquerque, NM, 87110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamie is a partner at Axcess Financial Group, Inc. involved with medical insurance plans, cafeteria plans, and employee benefits, and also provides investment advisory services through First Heartland Consultants. Jamie also manages a real estate company with their spouse, provides administrative services through Insurance Advisory Services, LLC, and offers health insurance services through Amaze Health.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Previous Registrations
Princor Financial Services CorporationBroker
The Variable Annuity Marketing CompanyBroker
VALIC Investment Services CompanyBroker
Princor Financial Services CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.