JJ
Jeanne A. Jehle
FIRST HEARTLAND CONSULTANTS
LAKE ST. LOUIS, MO 63367
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CRD#: 4885198
JJ
Professional summary
Jeanne Ann Jehle is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Lake St. Louis, Missouri and FIRST HEARTLAND CAPITAL, INC. located in Lake St. Louis, Missouri.
Jeanne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jeanne has worked at 3 firms and has passed the Series 66, Series 99TO, SIE, Series 7, Series 24 and Series 28 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FIRST HEARTLAND CAPITAL, Inc. Investment related. CORPORATE COUNSEL - ALLOCATE APPROX 50% OF MY TIME. Start 1/4/06.
TAX PREPARATION AND LEGAL ADVICE. Not investment related. SERVICES NOT DURING NORMAL BUSINESS HOURS. Start 12/1/06.
FIRST HEARTLAND CONSULTANTS, Inc. Investment related. A REGISTERED INVESTMENT ADVISORY FIRM - CORPORATE COUNSEL. ALLOCATE APPROX 50% OF MY TIME. Start 1/4/06.
FIRST HEARTLAND CORPORATION, Inc. Investment related. AN INSURANCE GENERAL AGENCY - APPROX 5% OF MY TIME. Start 1/4/06.
ELITE PARTNERS LLC. Not investment related. AN INSURANCE MARKETING ORGANIZATION - CORPORATE COUNSEL. TIME SPENT IS DE MINIMUS. Start 1/18/11.
FIRST HEARTLAND CONSULTANTS, Inc. Investment related. INVESTMENT ADVISORY SERVICES. Start 1/1/13.
CRS (Client Relationship Summary) - RIA
Click below to view Jeanne Ann Jehle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 24, 2007 - Present
FIRST HEARTLAND CONSULTANTS, INC.
Office #1: 4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367RIA
CRD#: 110377
LAKE ST. LOUIS, MO
Current
April 4, 2005 - Present
FIRST HEARTLAND CAPITAL, INC.
Office #1: 4101 Lake St. Louis Blvd., Lake St. Louis, MO 63367BD
CRD#: 32460
Lake St. Louis, MO
Past
January 8, 2009 - April 28, 2017
CENTERRE CAPITAL LLC
BD
CRD#: 148091
LAKE ST LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(11/6/2013)
RR
Indiana(3/23/2006)
RR
Iowa(1/20/2012)
RR
Kansas(3/23/2006)
RR
Maine(7/20/2015)
RR
Missouri(12/16/2005)
IAR
Missouri(8/24/2007)
RR
New Hampshire(7/20/2015)
RR
New Jersey(1/2/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 4/2/2005
Introducing Broker/Dealer Financial Operations Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
Mailing Address
Phone number
(636) 625-0900
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (52 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 9,231 |
| AUM (Assets Under Management) | $ 1,771,078,009 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 08/12/2024 | ||
| 12/07/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377Lake St. Louis, MO 63367TRUST BUT VERIFY
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