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Jordan Janis

Principal Securities, Inc.

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About Jordan Janis

Jordan Janis is a financial advisor currently registered with Principal Securities, Inc. in Raleigh, North Carolina. Jordan holds a Series 7TO, Series 66, and SIE. They have been in the securities industry since March 9, 2019, and has previously worked at Raymond James & Associates, Inc. and Morgan Stanley. Jordan specializes in providing financial planning, portfolio management for individuals, pension consulting, selection of other advisers, and educational seminars. They have a total of 54,844 clients with regulatory assets under management of $12,105,712,948.

Firm Information

Jordan Janis 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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Jordan Janis’s Registration & Firm History

NC

06/17/2024 - Present

Principal Securities, Inc. (Raleigh NC)

NC

06/23/2022 - 06/04/2024

RAYMOND JAMES & ASSOCIATES, INC. (RALEIGH NC)

NC

12/07/2018 - 03/29/2022

MORGAN STANLEY (Raleigh NC)

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Licenses & Designations

BOTH

Issued 01/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/02/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Janis.
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