Jared
Lapham

Principal Securities, Inc

CRD#6388450
Investment Advisor
in Cleveland, OH

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About this Advisor

Jared Lapham is a financial advisor who works out of Cleveland, Ohio, who has 10 years of financial industry experience. Lapham is an advisor for Principal Securities, Inc. Their career trajectory has included roles at Paychex, Benefit Resource Group, Principal Life Insurance Company, Princor Financial Services Corporation and Principal Securities Inc. Lapham has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Ohio. Principal Securities, Inc is a registered investment business that has its headquarters in Cleveland, Ohio. The firm has offices in 350 locations and a total of 1,564 employees. It has $8 billion in assets under management between its 34,673 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 29 charitable organizations. Of its 34,673 accounts, just 4% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on the financial services offered. However, fees billed by Principal Securities, Inc likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

1621 Euclid Ave Ste 1250
Cleveland, OH 44115

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$7,610,249,885

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

1,564

OH Average: 166
Total Number of Accounts

34,673

OH Average: 7,189
Average Account Size

$219,486

OH Average: $1,287,990

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Investment Advisory Services

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

Jared Lapham Work History

Jared has 10 years of experience.

2016 - Present (5 years)

Principal Securities Inc

2014 - Present (7 years)

Principal Life Insurance Company

2014 - 2016 (2 years)

Princor Financial Services Corporation

2012 - 2014 (2 years)

Paychex

2010 - 2012 (2 years)

Benefit Resource Group

Disclosures

Jared Lapham has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Marc Shepherd
Charlotte, NC
Skyler Roorda
Des Moines, IA
Jesse Clark
Sioux Falls, SD
William Schumaker
Mequon, WI
Jared Lapham
Cleveland, OH
Lyndon Crawford
Des Moines, IA
Alejandro Cook
Des Moines, IA
Rick Peterson
Hopkins, MN

This content was compiled from the SEC and FINRA.

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