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Jason Hugh Henry

Advisor at Ameriprise — Louisiana, MO

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Louisiana, MO 63353

Ameriprise logo

Ameriprise

Institution

Total advisors

13,129

Across 4,276 offices

Clients per advisor

105 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 licenses and possessing 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 1989. Outside of advising, he participates seasonally in his family farming operation, assisting with combine and grain truck duties during harvest. 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 written recommendation reports and annual retirement-income planning advice, focusing on income sources and tax-aware withdrawal strategies.

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.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management ESG / Sustainable investing 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 35 years of industry experience. She has been with Ameriprise and its predecessor firms since 2005. Bowen is involved with a family farm used for hunting activities, managed through Bowen Properties, LLC. 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 comprehensive, written retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Bowling Green, MO

Ameriprise

James Hartung is a financial advisor with Ameriprise in Bowling Green, MO, holding Series 63 and Series 65 credentials and totaling 39 years of industry experience. He has been with Ameriprise and its predecessor entity since 2005. Outside of his advisory role, Hartung owns and operates a cattle ranch and commercial real estate properties, and he serves on the board of directors for Ruth Jensen Village. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written retirement income planning and ongoing advice based on detailed analysis of income sources, tax strategies, and Social Security 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 in Pittsfield, Illinois, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a board member for a nonprofit organization in Pittsfield and owns a quick lube business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment programs and model portfolios alongside diverse financial products and operational support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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