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Jonathan Anthony Donatelli

Principal Securities, Inc.

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About Jonathan Anthony Donatelli

Jonathan Donatelli is a financial advisor with Principal Securities, Inc. Jonathan is a Certified Financial Planner. Jonathan has been in the industry since October 2002. Jonathan has a strong background in financial planning, portfolio management and educational seminars. Jonathan's firm, Principal Securities, Inc., provides a wide range of services including financial planning, portfolio management for individuals, and selection of other advisors. The firm has 1153 clients and $12.1 billion in assets under management. Jonathan is registered with the state of New York and Texas.

Firm Information

Jonathan Donatelli is currently registered with Principal Securities, Inc.. Principal Securities, Inc. is a corporation founded in May 1968 with its main office in Des Moines, Iowa. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and serve various client types, including individuals, corporations, charitable organizations, and pension plans. Principal Securities, Inc. has been registered with the SEC and in all 50 states plus Puerto Rico.
Principal Securities, Inc.

711 HIGH STREET

DES MOINES, IA 50392

$12.11B

Assets Under Management

1,153

Total Clients

2,140

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Seminar fees, solicitors fees, subscription consulting fees

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Jonathan Donatelli’s Registration & Firm History

NY

11/28/2022 - Present

Principal Securities, Inc. (Amherst NY)

NC

01/16/2003 - 08/05/2003

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

NY

07/29/2002 - 11/13/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Anthony Donatelli.
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