Jamie Lee Conlon
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$32MFirm assets
Are you Jamie Lee Conlon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mutual of Omaha Investor Services, Inc.Jul 2026 to now
- Mutual of OmahaJun 2026 to now
- John HancockJun 2025 to Jun 2026
- John Hancock Distributors LLCJun 2025 to Jun 2026
- Fidelity & Guaranty Securities, LLCMay 2023 to Jun 2025
- Fidelity & GuarantyMay 2021 to Jun 2025
- The Leaders Group, Inc.Feb 2020 to Apr 2021
- Capitas Financial, IncJan 2020 to Apr 2021
- UnemployedNov 2019 to Jan 2020
- AIG Capital Services, Inc.Jul 2015 to Nov 2019
- American General Life Insurance CompanyJul 2015 to Nov 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mutual of Omaha Investor Services, Inc.
$32MAssets managed
7,025Clients
280Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5341140
- Firm CRD
- 611