Jason
Sperry
Principal Securities, Inc
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About this Advisor
Jason Sperry is a financial advisor working in Des Moines, Iowa who has 7 years of industry experience. Sperry is currently employed by Principal Securities, Inc. During their career, the advisor has held roles at T. Rowe Price, Usaa, At&T, Principal Life Insurance Company and Principal Securities Inc. Sperry holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Principal Securities, Inc is a financial advisory business based out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 employees. It has $9 billion in assets under management across its 46,075 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 34 charities and foundations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which service is provided. However, fees charged by Principal Securities, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Sperry Work History
Jason has been registered as a financial advisor for 7 years.*
Principal Life Insurance Company
Principal Securities Inc
T. Rowe Price
Usaa
At&T
*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 Jason Sperry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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