JD
JD

Jeanine Devine

24 Years of Experience
St Louis, MO
BrokerSells Insurance

Jeanine Devine is a registered investment advisor at First Heartland Consultants, INC., based in St Louis, MO, with 24 years of industry experience. Jeanine 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
Planning is included in investment management (also available separately)

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.

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Location

2115 S. Brentwood Blvd., St Louis, MO, 63144

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jeanine is involved in several business activities, including the sale and distribution of insurance products (health, LTC, fixed annuities, property, and casualty). She is also the president of a local chapter of the American Financial Education Alliance and provides investment advisory services through First Heartland Consultants.

Employment History
Current Registrations
First Heartland Consultants, INC.
May 2019 - Present · 7 yrs 2 mos
First Heartland Capital, INC.Broker
February 2002 - Present · 24 yrs 5 mos
State Registrations2 states
ILMO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.