Jagannath
Singh

Principal Securities, Inc

CRD#2940423
Investment Advisor
in Houston, TX

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About this Advisor

Jagannath Singh is a financial advisor operating out of Houston, Texas with 1 year of industry experience. Singh is an employee of Principal Securities, Inc. Their career trajectory has included roles at We Crowd Capital, A.R.M. Consulting, A.R.M Consulting, Western Southern Life, Principal Life Insurance Company, Principal Securities Inc and W&S Brokerage Services. Singh has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Principal Securities, Inc is a financial advisory business that has its headquarters in Des Moines, IA. It has offices in 350 locations and a total of 1,430 people on staff. It controls $9 billion in assets under management among its 46,075 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 34 charitable organizations. Of its 46,075 accounts, just 3% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a wide array of services, including 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 depend on the financial services provided. However, fee types billed by Principal Securities, Inc can be comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

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

Houston, TX

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

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

1,430

TX Average: 166
Total Number of Accounts

46,075

TX Average: 7,189
Average Account Size

$204,381

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

Jagannath Singh Work History

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

2022 - Present (2 years)

Principal Life Insurance Company

2022 - Present (2 years)

Principal Securities Inc

2020 - 2022 (2 years)

Western Southern Life

2020 - 2022 (2 years)

W&S Brokerage Services

2017 - 2019 (2 years)

We Crowd Capital

2008 - 2022 (14 years)

A.R.M. Consulting

2008 - 2022 (14 years)

A.R.M Consulting

*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 Jagannath Singh 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

Alison White
Birmingham, AL
Jairus Halladay
Milwaukee, WI
Conrad Beeler
Lansing, MI
Benjamin Eichler
Williamston, MI
John Pettit
Puyallup, WA
James Henry
Wdm, IA
Craig Forster
Arlington, TX
Justin Terrell
Bethesda, MD

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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