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Jason Hugh Henry

Advisor at Ameriprise — Louisiana, MO

Updated today

Credentials

Series 65, Series 63

Experience

28 years

Location

Louisiana, MO 63353

Ameriprise logo

Ameriprise

Institution

Total advisors

12,770

Across 4,082 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Jason Henry is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Ameriprise Financial Services and its predecessor entities since 1989. Outside of advising, he assists with a family farming operation during harvest season. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. The firm's approach integrates proprietary research with third-party data and emphasizes collaboration between centralized service teams and financial advisors.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Louisiana, MO

812 Georgia St

Louisiana MO 63353

Advisors at this office

1

Most active in

Missouri · Texas

Work history

28 years of industry experience

Ameriprise

2020 - Present • 6 years

Louisiana, MO

Ameriprise Financial Services, Inc.

1989 - 2020 • 31 years

Louisiana, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Elizabeth W

Series 66

Pittsfield, IL

Midwestern Securities Trading Company, LLC

Elizabeth White is a financial advisor at Midwestern Securities Trading Company, LLC with four years of industry experience. She holds a Series 66 designation and also serves as Vice President of Operations at Eagle Valley Bank, where she has worked since 2001. Additionally, she is an Alderman for Ward 2 in the City of Pittsfield and serves on the board of the Pike County Chamber of Commerce. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, and charitable organizations. The firm offers financial planning, portfolio management, ERISA 3(38) fiduciary services, and access to both internal model portfolios and third-party money managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing

Kevin B

Series 63, Series 65, Series 66

Bowling Green, MO

Edward Jones

Kevin Brown is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he is involved in row crop farming in Bowling Green, Missouri. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Retirement income strategy General retirement planning Founder/Business Owner
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Nathaniel P

Series 66

Pittsfield, IL

Edward Jones

Nathaniel Painter is a financial advisor with Edward Jones, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is an insurance agent representing Kansas City Life and various independent insurance companies, and he is a member of the O'Fallon, MO Chamber of Commerce, participating in local community fundraising efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Velma B

Series 63, Series 66

Bowling Green, MO

Ameriprise

Velma Bowen is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in managing a family farm used for hunting purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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James H

Series 65, Series 63

Bowling Green, MO

Ameriprise

James Hartung is a financial advisor with Ameriprise, holding Series 65 and Series 63 credentials and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of financial advising, Hartung owns a cattle ranch and is involved in local community service as a board member for Ruth Jensen Village in Bowling Green, MO. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice, incorporating proprietary research and third-party data within an investment approach influenced by affiliated product options.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher L

Series 63, Series 66

Pittsfield, IL

LPL Financial

Christopher Little is a financial advisor with LPL Financial based in Pittsfield, Illinois. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. His prior roles include ten years at Securities America Advisors, Inc., and he currently serves as a non-profit board member for the City of Pittsfield. Outside of advising, he owns Pike County Quick Lube LLC and acts as managing broker for Hometown Real Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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