Jay Hokanson
Jay Hokanson is a registered investment advisor at First Heartland Consultants, INC., based in Ann Arbor, MI, with 19 years of industry experience. Jay is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 6,461 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum fee is 1.75% annually. Fees are negotiable and paid quarterly in advance.
Fee Estimator
Location
4440 Jackson Rd, Ann Arbor, MI, 48103
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Jay sells fixed life and annuity products under Drummond Capital Management. He also markets financial services under various DBAs for credit unions and is involved in the sale and distribution of insurance products through Clearwater Wealth Management.
Employment History
Current Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
State Registrations41 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.
Exams
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