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Jason Henry

Advisor at Ameriprise

Updated today

Location

Louisiana, MO 63353

Credentials

Series 63, Series 65

Industry experience

27 years

About

Jason Henry is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its predecessor firms since 1989. Outside of his advisory role, he supports a family farming operation seasonally, assisting with combine and grain truck operations. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, combining research and modeling with tax-efficient strategies to deliver personalized retirement income recommendations.

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

812 Georgia St

Louisiana, MO 63353

Most active in

Missouri · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

1989 - 2020 (31 years)

Disclosures

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

Business activities & affiliations

user avatar

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 has worked at Eagle Valley Bank since 2001, currently serving as Vice President of Operations. In addition to her financial roles, she is an Alderman for Ward 2 in the City of Pittsfield, a board member of the Pike County Chamber of Commerce, and volunteers with the Pittsfield Fire Department Wives Auxiliary. Midwestern Securities Trading Company provides portfolio management, financial planning, and retirement-plan fiduciary services to individual and high-net-worth clients. The firm offers discretionary and non-discretionary managed accounts, relying on a combination of fundamental and technical analysis, third-party research, and oversight by an internal Investment Advisory Committee.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Charitable giving & philanthropy Founder/Business Owner Executive

Kevin B

Series 63, Series 65, Series 66

Bowling Green, MO

Edward Jones

Kevin Brown is a financial advisor with Edward Jones in Bowling Green, MO, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns a row crop farming operation in his local area. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers services that include discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Wealth management Retirement income strategy General retirement planning Founder/Business Owner
user avatar

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
user avatar

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 63, Series 65

Bowling Green, MO

Ameriprise

James Hartung is a financial advisor with Ameriprise in Bowling Green, Missouri, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Hartung owns and operates a cattle ranch and serves on the board of directors for Ruth Jensen Village, a community organization in Bowling Green. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Christopher L

Series 63, Series 66

Pittsfield, IL

LPL Financial

Christopher Little is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for a decade. Outside of his advisory role, he serves as a board member for a nonprofit in Pittsfield, IL, and owns a quick lube business in the area. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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