Jonathan
Pereira

Principal Securities, Inc

CRD#5948486
Investment Advisor
in Kansas City, MO

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About this Advisor

Jonathan Pereira is a financial advisor who works out of Kansas City, Missouri. Pereira is on the advisory team at Principal Securities, Inc. During their career, Pereira has held roles at Waddell & Reed Inc, Sensory & Consumer Research Center, Mariner Wealth Advisors, Msec, LLC, Principal Life Insurance and Principal Securities. Pereira maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Kansas. Principal Securities, Inc is a business operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 employees. It administers $9 billion in assets among its 46,075 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 34 charitable organizations. Of its 46,075 client accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically depend on which services are provided. Fees charged by Principal Securities, Inc likely include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

Kansas City, MO

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

MO Average: 166
Total Number of Accounts

46,075

MO Average: 7,189
Average Account Size

$204,381

MO 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

Jonathan Pereira Work History

Jonathan has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Principal Life Insurance

2022 - Present (2 years)

Principal Securities

2021 - 2022 (1 year)

Mariner Wealth Advisors

2021 - 2022 (1 year)

Msec, LLC

2019 - 2022 (3 years)

Sensory & Consumer Research Center

2011 - 2021 (10 years)

Waddell & Reed Inc

*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 Jonathan Pereira 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

Jamey Pesek
Fargo, ND
David Bellia
Raleigh, NC
Alison White
Birmingham, AL
William Daines
Tampa, FL
Justin Terrell
Bethesda, MD
Katherine Delmont
Des Moines, IA
James Henry
Wdm, IA
Conrad Beeler
Lansing, MI

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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