Kristie Lynn Jackson
Investment adviser representative at Principal Securities, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Principal Securities, Inc.Jan 2024 to now
- Principal Life Insurance Co.Jan 2024 to now
- Creative Planning, LLCDec 2021 to Jan 2024
- Lockton Companies, LLCAug 2017 to Dec 2021
- Lockton Financial Advisors, LLCAug 2017 to Dec 2021
- Lockton Investment AdvisorsAug 2017 to Dec 2021
- Princor Financial ServicesAug 2003 to Aug 2017
- Principal Life Insurance CompanyMay 2002 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (SC).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4700090
- Firm CRD
- 1137