Broker Check

709 1st Street
Suite 3
Keosauqua, IA 52565


Jan S. Towne CPA, CFP®, PFS

(319) 293-7176

Julia Whitaker

Julia Whitaker

Registered Representative

Julia is a 2012 graduate of Hawaii Pacific University, where she earned her Bachelor of Science degree in Finance. She has since completed her Series 7 & 66 exams and is a Registered Representative with Avantax Investment ServicesSM. The Series 7 is a general securities exam that focuses on investment risk, taxation, equity and debt instruments, packaged securities, options, retirement plans, and account management. The Series 66 exam covers economic factors, business information, investment vehicle characteristics, investment recommendations and strategies, laws, regulations and guidelines, including prohibited or unethical business practices. She looks forward to furthering her education and training to provide top quality financial advice to our clients.

Julia currently lives in Mt. Pleasant with her two children, JonViev and TaVence, who keep her more than busy on her time away from the office.