Jeffrey
Jordano

Principal Securities, Inc

CRD#6693615
Investment Advisor
in Elkhorn, NE

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About this Advisor

Jeffrey Jordano is a financial advisor based out of Elkhorn, Nebraska with 1 year of industry experience. Jordano currently works for Principal Securities, Inc. Jordano has gained experience at University Of Pittsburgh, Pnc Investments, Fisher Investments, Fnbo, Personal Capital Advisors Corporation, Principal Life Insurance Company, Principal Securities Registration, Goldman Sachs Ayco, Hertz and Raymond James. Jordano maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. Principal Securities, Inc is an advisory business that has its headquarters in Des Moines, IA. The investment advisory business has offices in 350 locations and a total of 1,430 financial advisors. It handles $9 billion in assets between its 46,075 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 34 charities and foundations. Of its 46,075 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Principal Securities, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules usually are based on the type of services. Fee types billed by Principal Securities, Inc can be comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

18205 Capitol Ave Ste 300
Elkhorn, NE 68022

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

NE Average: 166
Total Number of Accounts

46,075

NE Average: 7,189
Average Account Size

$204,381

NE 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

Jeffrey Jordano Work History

Jeffrey has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Principal Life Insurance Company

2022 - Present (2 years)

Principal Securities Registration

2021 - 2021 (< 1 year)

Fnbo

2021 - 2022 (1 year)

Personal Capital Advisors Corporation

2021 - 2021 (< 1 year)

Raymond James

2020 - 2021 (1 year)

Fisher Investments

2017 - 2020 (3 years)

Pnc Investments

2016 - 2017 (1 year)

Goldman Sachs Ayco

2015 - 2016 (1 year)

Goldman Sachs Ayco

2015 - 2015 (< 1 year)

Hertz

2012 - 2016 (4 years)

University Of Pittsburgh

*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 Jeffrey Jordano 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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