JM
CFP
JM
CFP

Jennifer Main

27 Years of Experience
Oskaloosa, IA
Broker

Jennifer Main is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Oskaloosa, IA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

111 High Avenue East, Oskaloosa, IA, 52577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer owns rental real estate property since 2013. She dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Edward JonesBroker
November 2013 - November 2021 · 8 yrs
Edward Jones
November 2013 - November 2021 · 8 yrs
Prudential Financial Planning Services
June 2013 - November 2013 · 5 mos
Pruco Securities, LLC.Broker
April 2013 - November 2013 · 7 mos
Investment Advisors CORP
November 2011 - December 2011 · 1 mo
Broker Dealer Financial Services CORP.Broker
November 2011 - December 2011 · 1 mo
Signator Investors, INC.
June 2010 - November 2011 · 1 yr 5 mos
Signator Investors, INC.Broker
June 2010 - November 2011 · 1 yr 5 mos
Northwestern Mutual Investment Services,llc
February 2006 - June 2010 · 4 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
June 1997 - June 2010 · 13 yrs
Robert W. Baird & CO. IncorporatedBroker
June 1997 - January 2002 · 4 yrs 7 mos
State Registrations19 states
AZCACOFLHIIAIDILKSKYMIMNMOMSNEOHTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jennifer Main - Financial Advisor | TrueAdvisor