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Jonny Lane Helmich

Bankers Life Securities, Inc.

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About Jonny Lane Helmich

Jonny Lane Helmich is a financial professional registered with Bankers Life Securities, Inc.. Jonny has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Jonny began his career as a financial professional on July 3, 2023, and is based in San Antonio, TX.

Firm Information

Jonny Helmich is currently registered with Bankers Life Securities, Inc.. Bankers Life Securities, Inc. is a corporation formed on July 31, 2014. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. They have one approved SEC registration. The firm has been involved in one regulatory and one civil event.

Not reported

Assets Under Management

Not reported

Total Clients

346

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jonny Helmich’s Registration & Firm History

TX

07/03/2023 - Present

Bankers Life Securities, Inc. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 07/03/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonny Lane Helmich.
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