Jason Randall Musante-klumb
Investment adviser representative at Principal Securities, Inc.
23 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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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
23 years in the industry.
- Principal Securities, Inc.Feb 2025 to now
- Principal Life Insurance CoFeb 2025 to now
- United Financial Advisors, LLCFeb 2025 to now
- UnemploymentNov 2024 to Feb 2025
- Commonwealth Financial NetworkAug 2023 to Dec 2024
- R&r Wealth Management, LLCNov 2022 to Nov 2024
- Avantax Advisory ServicesNov 2022 to Aug 2023
- Avantax Insurance Agency And/or Avantax Insurance ServicesNov 2022 to Aug 2023
- Avantax Insurance ServicesNov 2022 to Aug 2023
- Avantax Investment Services Inc.Nov 2022 to Aug 2023
- United Financial Advisors, LLCOct 2021 to Nov 2022
- Principal Life Insurance CompanyAug 2021 to Nov 2022
- Principal Securities, Inc.Aug 2021 to Nov 2022
- Wells FargoSep 2003 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4709561
- Firm CRD
- 1137