Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Dawn Jones is a financial professional with over 30 years of experience in the industry. Jennifer is currently registered with Principal Securities, Inc., a firm with a focus on providing financial planning, investment management, and pension consulting services. Jennifer holds both the Series 6 and the Series 63 licenses, as well as the SIE exam. Jennifer is licensed to provide investment advice in Iowa. Jennifer began her career in 1993, working for Pruco Securities Corporation. Jennifer joined Principal Securities, Inc. in 1996 and has been a valuable member of the firm ever since. Jennifer specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
IA
07/25/1996 - Present
Principal Securities, Inc. (DES MOINES IA)
NJ
06/04/1993 - 01/04/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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