Our financial advice team

Jen Wilkerson, Financial Advisor serving the Jasper, IN area - Ameriprise Advisors

Jen Wilkerson

Financial Advisor

Southern Indiana Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 out of 5 rating based on 14 reviews

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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Insurance
  • Christian Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Current community activities include coaching Spring T-ball for my daughters' league. I am also on the Dubois County Community Foundation's Finance Committee. There are always various roles to play at our church as well, including leading worship and teaching VBS.
In the past, I have served as President of the Mentors for Youth Board of Directors and still support them today. I was a mentor through their program and had a great experience. I have also served on the Dubois County Estate Planning Counsel board in various positions, and in the Psi Iota Xi sorority.

Interests

I love being a mother to my twin daughters and helping them to learn & grow. Our family recently started gathering "stamps" in our National Parks Passport books and look forward to adding more. You'll find me with my family most of the time, but I do love an occasional night out with my gal-pals. My husband and I lead worship together in our local church and we enjoy a variety of different music genres. Live music is always our favorite regardless of venue size. We have two grown children and a granddaughter who live away, so finding fun ways to gather us all is high on the priority list.

Connect with us

Jen Wilkerson may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

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