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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

5,796

Across 938 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

2021 - Present • 5 years

Oskaloosa, IA

Edward Jones

2013 - 2021 • 8 years

St. Louis, 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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John S

Series 65

Pella, IA

Bellingham Capital

John Sloan III is a Series 65-credentialed advisor at Bellingham Capital with two years of industry experience. His prior work includes roles at Grabow Therapy & Wellness Center and Farther. Bellingham Capital provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm employs a long-term, strategic asset allocation approach supported by proprietary model portfolios and internal due diligence on mutual funds and ETFs, focusing on a fee-only model and customized client solutions.

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® with 20 years of experience in the financial industry, currently serving at Intellicents Investment Solutions Inc. He has held roles at Mutual Securities, Inc. and Securities America Advisors. Outside of his advisory work, Reimer is secretary on the board of a nonprofit organization called Forward with Faith. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and supported by research from providers such as Morningstar and Zephyr.

Founder/Business Owner Retired
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Connie M

Series 65

Pella, IA

Intellicents Investment Solutions Inc

Connie Mc Cleary Geiger is a financial advisor at Intellicents Investment Solutions Inc with one year of industry experience. She holds a Series 65 designation and has previously worked at Pentegra, Economic Group Pension Service, and Bankers Trust. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm offers a range of retirement plan consulting services, individual wealth management, and participant education, employing long-term, buy-and-hold investment strategies supported by research from providers such as Morningstar and Zephyr.

Founder/Business Owner Retired
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Jacob O

Series 66

Pella, IA

Intellicents Investment Solutions Inc

Jacob Olson is a financial advisor with Intellicents Investment Solutions Inc., holding a Series 66 designation and two years of industry experience. He has been with Intellicents since 2026 and previously worked at LPL Financial LLC and Palmer Group. Outside of his advisory role, he is involved with Helical Research, conducting market research surveys. Intellicents Investment Solutions serves retirement plan sponsors, individual clients, and various institutions, offering consulting, sub-advisory, and wealth management 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 through a multi-office team of advisors.

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 seven years of industry experience, currently serving as a financial consultant at Intellicents Investment Solutions Inc. She has worked at several firms, including Mutual Securities, Inc. and Securities America, Inc., and has a background that includes roles in mortgage lending and credit unions. Outside of her advisory work, she is a co-owner and sales associate at The Funky Zebras, a clothing boutique in Pella, IA. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, offering a range of retirement plan consulting and wealth management services. The firm employs a long-term, buy-and-hold investment approach supported by written Investment Policy Statements and uses research from providers like Morningstar and Zephyr to guide manager and fund selection.

Founder/Business Owner Retired
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Megan H

Series 65

Pella, IA

Intellicents Investment Solutions Inc

Megan Holland is a Series 65-licensed financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC and has three years of industry experience. She previously worked at Pigott for 11 years before joining INTELLICENTS in 2022. Megan is also a licensed insurance agent, providing life, health, and disability insurance to clients in Iowa. INTELLICENTS INVESTMENT SOLUTIONS serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts with a range of services including retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies overseen by a chief investment officer and uses research from providers like Morningstar to guide manager and fund selection.

Founder/Business Owner Retired
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