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Jennifer Lynn Main

Advisor at Raymond James & Associates — Oskaloosa, IA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

28 years

Location

Oskaloosa, IA 52577

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,798

Across 933 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Jennifer Main is a CFP®-certified financial advisor with 28 years of industry experience. She is currently with Raymond James & Associates and previously worked at Edward Jones. Outside of her advisory role, she is involved in a real estate investment business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored financial planning and consulting services, supported by a broad range of portfolio management styles and affiliated research.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Oskaloosa, IA

111 High Avenue East

Oskaloosa IA 52577

Advisors at this office

2

Most active in

Iowa · Texas

Work history

28 years of industry experience

Fora Travel

2024 - Present • 2 years

Oskaloosa, IA

Make Wellness

2024 - 2025 • 1 year

Oskaloosa, IA

Raymond James & Associates, Inc.

2021 - Present • 5 years

Oskaloosa, IA

Edward Jones

2013 - 2021 • 8 years

St. Louis, MO

PRUCO Securities, LLC.

2013 - 2013 • 1 year

Investment Advisors Corp

2011 - 2011 • 1 year

Johnston, IA

Signator Investors, Inc.

2010 - 2011 • 1 year

Northwestern Mutual Investment Management

2006 - 2010 • 4 years

IA

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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John S

Series 65

Pella, IA

Bellingham Capital

John Sloan III is a financial advisor at Bellingham Capital with two years of industry experience. He holds a Series 65 designation and has prior work experience in wellness and therapy centers. Bellingham Capital offers discretionary portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, foundations, charities, corporations, and retirement plans. The firm uses a long-term, strategic asset allocation approach with proprietary model portfolios and emphasizes fundamental analysis supplemented by technical indicators for trade timing.

Retirement income strategy Debt management Business exit / sale strategy Equity Recipients (RS/RSU, SOP, ESPP) Cash flow / budgeting
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Devin R

CFP®, Series 63, Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Devin Reimer is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently affiliated with Intellicents Investment Solutions Inc., where he has worked since 2018. His prior experience includes roles at Mutual Securities, Inc. and Securities America Advisors. Reimer serves as secretary on the board of directors for Forward with Faith, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, wealth management, and related services to a range of clients including retirement plan sponsors, charitable institutions, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and integrates advisory and benefits services across multiple offices and affiliated companies.

Founder/Business Owner Retired
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Connie M

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Connie Mc Cleary Geiger is a Series 65-licensed financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. Her prior roles include positions at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm offers retirement plan consulting, individual wealth management, and a wrap fee program, with an investment approach focused on long-term, buy-and-hold strategies supervised by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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Jacob O

CFP®, Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Jacob Olson is a CFP® with two years of industry experience, currently serving as a financial advisor at Intellicents Investment Solutions Inc. He previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, Olson engages in market research surveys through Helical Research. Intellicents Investment Solutions Inc. serves retirement plan sponsors, administrators, individual clients, and various institutions, providing ERISA consulting, wealth management, and sub-advisory services. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Founder/Business Owner Retired
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Lindsay S

CFP®, Series 66

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Lindsay Stout is a CFP® with eight years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at multiple firms including Securities America, Inc., Movement Mortgage, and Community 1st Credit Union. Outside of her advisory role, she co-owns and operates a clothing boutique called The Funky Zebras in Pella, IA. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services such as ERISA retirement plan consulting and individual wealth management. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across a multi-office platform.

Founder/Business Owner Retired
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Megan H

Series 65

Pella, IA

INTELLICENTS INVESTMENT SOLUTIONS INC

Megan Holland is a financial advisor at Intellicents Investment Solutions Inc. with four years of industry experience. She holds a Series 65 designation and previously worked at Pigott for eleven years. Outside of her advisory role, she is the owner of B&M Holland, LLC, an unused business venture, and is a licensed insurance agent offering life, health, and disability insurance in Iowa. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, and individual clients, offering services such as retirement plan consulting, HSA consulting, wealth management, and a wrap fee program. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with quarterly monitoring led by a CFA Chief Investment Officer.

Founder/Business Owner Retired
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