Jeffrey
Golan

Principal Securities, Inc

CRD#2070208
Investment Advisor
in Costa Mesa, CA

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About this Advisor

Jeffrey Golan is a financial advisor based in Costa Mesa, California, working with Principal Securities, Inc. Jeffrey has previously held positions at Princor Financial Services Corporation, Principal Life Insurance Company, and Principal Securities Inc. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jeffrey is part of Principal Securities, Inc, which operates out of Costa Mesa, California. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

575 Anton Blvd Ste 900
Costa Mesa, CA 92626

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

CA Average: $9,259,360,772
Total Number of Employees

1,349

CA Average: 166
Total Number of Accounts

54,844

CA Average: 7,189
Average Account Size

$220,730

CA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jeffrey Golan Work History

2016 - Present (8 years)

Principal Securities Inc

2008 - Present (16 years)

Principal Life Insurance Company

2008 - 2016 (8 years)

Princor Financial Services Corporation

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Disclosures

Please visit the SEC profile of Jeffrey Golan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Securities, Inc

Robert Little
Birmingham, AL
Ryan Anderson
Sioux Falls, SD
Reid Johnson
Cedar Falls, IA
Roger Goren
Melville, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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