Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
23 years
Location
Amory, MS 38821-3418
Edward Jones
Institution
Jason Heleniak is a financial advisor with Edward Jones in Amory, Mississippi, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and additional financial services.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Amory, MS
243 North Main Street
Amory MS 38821-3418
Advisors at this office
1
Mississippi · Texas
23 years of industry experience
Edward Jones
2002 - Present • 24 years
St. Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Fulton, MS
First Heartland Consultants, Inc.
John Ellis is a financial advisor at First Heartland Consultants, Inc. in Fulton, MS, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to joining First Heartland Capital Inc. in 2018, he worked at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society from 2016 to 2018. Ellis serves on the board of the Itawamba County Development Council, where he volunteers to help promote and attract new businesses. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and a model-based self-directed brokerage account program, with advisory services delivered through independent representatives using a mix of analytical and asset allocation techniques.
CFP®, Series 66
Aberdeen, MS
Edward Jones
Randall Rollins is a CFP® and Series 66 licensed financial advisor with Edward Jones in Aberdeen, MS, where he has worked since 2017. He has nine years of industry experience, including prior roles as an independent contractor for several firms and eight years at Crown Liquors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
CFP®, Series 63, Series 66
Aberdeen, MS
Edward Jones
Nolan Bowen is a CFP®-designated financial advisor with Edward Jones in Aberdeen, MS, with 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")