Jacob
Stansfield
Principal Securities, Inc
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About this Advisor
Jacob Stansfield is a financial advisor who works out of Saint Louis, Missouri, with 5 years of relevant experience. Stansfield is currently employed by Principal Securities, Inc. Stansfield has gained experience at Fordham University, National Planning Corporation, Kalos Capital, Kalos Management, Principal Life Insurance Company, Principal Securities Incorparated, Summers Wealth Management, LLC and Triskele Financial, LLC. Stansfield has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Principal Securities, Inc is a financial advisory company operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 people on staff. It has $9 billion in total assets across its 46,075 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 34 charitable organizations. Of its 46,075 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets. Principal Securities, Inc offers a number 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 typically vary depending on which services are offered. However, fee types charged by Principal Securities, Inc can be comprised of some blend of 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
Jacob Stansfield Work History
Jacob has been registered as a financial advisor for 5 years.*
Triskele Financial, LLC
Principal Life Insurance Company
Principal Securities Incorparated
Summers Wealth Management, LLC
Kalos Capital
Kalos Management
National Planning Corporation
Fordham University
*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 Jacob Stansfield 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
Raleigh, NC
Phoenix, AZ
Fargo, ND
Williamston, MI
Wdm, IA
Melville, NY
Puyallup, WA
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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