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Jolene Kay Henn

Transamerica Financial Advisors, LLC

Cedar Rapids, IA

Nashua, IA

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Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-09-05
  • IA RA
    APPROVED
    Since 2023-09-05

Branch Locations

6400 C St Sw, Cedar Rapids, IA 52499 • United States

Nashua, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Transamerica Financial Advisors, Inc Cedar Rapids IA 09/2023 Present
Wfgia Cedar Rapids IA 08/2023 Present
Unemployed Nashua IA 05/2023 08/2023
Cuna Mutual Group Waverly IA 07/1997 05/2023
Cuna Brokerage Services Inc Waverly IA 10/1997 05/2023
  • 09/2023 → Present
    Transamerica Financial Advisors, Inc
    Cedar Rapids, IA
  • 08/2023 → Present
    Wfgia
    Cedar Rapids, IA
  • 05/2023 → 08/2023
    Unemployed
    Nashua, IA
  • 07/1997 → 05/2023
    Cuna Mutual Group
    Waverly, IA
  • 10/1997 → 05/2023
    Cuna Brokerage Services Inc
    Waverly, IA
Previous Registrations
  • 2008-04-09 → 2023-03-30
    Cuna Brokerage Services, Inc.
    Waverly, IA
    Waverly, IA
    Denver, IA
Other Businesses

As an employee of Transamerica Financial Advisors, Inc., may perform home office functions for other business units.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-10
S63 Uniform Securities Agent State Law Examination 1984-11-16
  • S66 Uniform Combined State Law Examination
    2008-03-10
  • S63 Uniform Securities Agent State Law Examination
    1984-11-16
Other Names
  • Jolene Ross
  • Jolene Kay Ross
  • Jo Ross
  • Jolene Kay Ross
  • Jo Henn
  • Jo Ross

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BFC PLANNING, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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