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Credentials
Series 63, Series 65
Experience Industry experience
9 years
Location
Fulton, MS 38843
First Heartland Consultants, Inc.
Multi-team
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.
Based on First Heartland Consultants, Inc.
Based on First Heartland Consultants, Inc.
Fixed fees for financial planning and consulting services, negotiable with no stated minimum or maximum.
Commissions on securities and insurance products when implemented through affiliated broker-dealer or insurance agency.
Up to $250 per hour for financial planning and consulting services, negotiable and specified in agreement.
Account minimum: $6,500 Fee-only: Hourly fees up to $250/hour; fixed fees negotiable, no minimum or maximum fixed fee specified.
Fulton, MS
11 Mc Neece Cr
Fulton MS 38843
Advisors at this office
1
Mississippi
9 years of industry experience
First Heartland Capital Inc
2018 - Present • 8 years
Lake St Louis, MO
Woodmen Financial Services, Inc.
2016 - 2018 • 2 years
Omaha, NE
Woodmen of the World Life Insurance Society
2016 - 2018 • 2 years
Omaha, NE
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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