Jeremy Michael Connally
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$17BFirm assets
Are you Jeremy Michael Connally? Claim your profile
Contact this firm
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
13 years in the industry.
- Principal Securities, Inc.Aug 2022 to now
- Principal Life Insurance CompanyAug 2022 to now
- Farmers Financial SolutionsMar 2013 to Aug 2022
- Farmers InsuranceMar 2013 to Aug 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5771573
- Firm CRD
- 1137