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Josie Lynn Davis

Advisor at Ameriprise — Oskaloosa, IA A Avenue E

Updated today

Credentials

Series 66

Experience

3 years

Location

Oskaloosa, IA 52577

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Josie Davis is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has previously worked at Jumpin Jimmy's and MBC Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable 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

Oskaloosa, IA A Avenue E

1205 A Avenue E

Oskaloosa IA 52577

Advisors at this office

1

Most active in

Iowa · Texas

Work history

3 years of industry experience

Ameriprise

2023 - Present • 3 years

Oskaloosa, IA

Jumpin Jimmy's

2018 - 2018 • 1 year

Montezuma, IA

MBC Management

2014 - 2023 • 9 years

Oskaloosa, IA

Disclosures

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

Business activities & affiliations

Austin N

Series 63, Series 66

Oskaloosa, IA

Edward Jones

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner

Michael B

Series 66

Oskaloosa, IA

Edward Jones

Michael Busch is a Series 66 credentialed financial advisor with Edward Jones in Oskaloosa, Iowa, where he has worked since 2011. He has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Oskaloosa, IA

Raymond James & Associates

Sean Coen is a Series 66-credentialed financial advisor with eight years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. Prior to this, he held positions at Edward Jones and JP Morgan Securities LLC/JP Morgan Chase Bank. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, and offers financial planning, consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Jennifer M

CFP®, Series 63, Series 65

Oskaloosa, IA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Kevin H

Series 63, Series 65

Oskaloosa, IA

Primerica Advisors

Kevin Hunt is a financial advisor with Primerica Advisors in Oskaloosa, IA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning

Isaac A

CFP®, Series 66

Oskaloosa, IA

Edward Jones

Isaac Allmaras is a CFP®-designated financial advisor with Edward Jones, based in Oskaloosa, IA, and has seven years of industry experience. He has worked at Edward Jones since 2018 and previously managed Allmaras Landscaping for seven years. He also held municipal roles with the cities of Oskaloosa and Grand Forks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its extensive retail advisor and branch network and its affiliated capabilities beyond traditional advisory services.

Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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