Jeff
Ruen

Principal Securities, Inc

CRD#3263131
Investment Advisor
in Austin, TX

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About this Advisor

Jeff Ruen is a financial advisor based in Austin, Texas, working with Principal Securities, Inc. Jeff has previously held positions at Pruco Securities, LLC, The Prudential Insurance Company Of America, Guardian Life Ins, Park Avenue Securities, Crystal Falls Financial Group, Principal Life Insurance Company, Principal Securities Inc, and Leander Wealth Management, LLC. Jeff has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jeff is part of Principal Securities, Inc, which operates out of Austin, Texas. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

8310 N Capital Of Texas Hwy Bldg 1 Ste 175
Austin, TX 78731

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

TX Average: 166
Total Number of Accounts

54,844

TX Average: 7,189
Average Account Size

$220,730

TX 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

Jeff Ruen Work History

2021 - Present (3 years)

Leander Wealth Management, LLC

2016 - Present (8 years)

Principal Life Insurance Company

2016 - Present (8 years)

Principal Securities Inc

2020 - 2023 (3 years)

Crystal Falls Financial Group

2014 - 2016 (2 years)

Guardian Life Ins

2014 - 2016 (2 years)

Park Avenue Securities

2011 - 2014 (3 years)

Pruco Securities, LLC

2011 - 2014 (3 years)

The Prudential Insurance Company Of America

Disclosures

Please visit the SEC profile of Jeff Ruen 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

Martha Nielsen
Latham, NY
Michael Harken
Camdenton, MO
Reid Johnson
Cedar Falls, IA
Benjamin Hardy
Almond, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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