Jerold
Attento

Principal Securities, Inc

CRD#4918269
Investment Advisor
in Miami, FL

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About this Advisor

Jerold Attento is a financial advisor working out of Miami, Florida with a total of 15 years of relevant experience. Attento is an employee of Principal Securities, Inc. During their career, the advisor has held roles at Principal Life Insurance Company, Principal Securities Inc, South Florida Union Planning, Financial Resources, Pulles And Attento Wealth Management and Blue Water Financial Advisors. Attento has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Principal Securities, Inc is a firm that has its headquarters in Des Moines, IA. The company has offices in 350 locations and a total of 1,430 financial advisors. It administers $9 billion in assets under management between its 46,075 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 34 charities and foundations. Of its 46,075 client accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in investable assets. Principal Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely depend on which services are offered. However, fee types billed by Principal Securities, Inc can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

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

2875 Ne 191St St Ste 500
Miami, FL 33180

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

FL Average: 166
Total Number of Accounts

46,075

FL Average: 7,189
Average Account Size

$204,381

FL 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

Jerold Attento Work History

Jerold has been registered as a financial advisor for 15 years.*

2021 - Present (3 years)

Blue Water Financial Advisors

2019 - Present (5 years)

Pulles And Attento Wealth Management

2005 - Present (19 years)

Principal Life Insurance Company

2005 - Present (19 years)

Principal Securities Inc

2016 - 2020 (4 years)

Financial Resources

2012 - 2014 (2 years)

South Florida Union Planning

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jerold Attento 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

Janice Adams
Phoenix, AZ
Meghan Mcguire
Denver, CO
Kevin Bower
Phoenix, AZ
Benjamin Eichler
Williamston, MI
John Pettit
Puyallup, WA
Gabriela Heffernan
Costa Mesa, CA
Craig Forster
Arlington, TX
James Henry
Wdm, IA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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