Jessica L Benningsdorf
Investment adviser representative at Principal Securities, Inc.
10 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
Are you Jessica L Benningsdorf? 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
10 years in the industry.
- Principal Life Insurance CompanyApr 2026 to now
- Principal Securities, Inc.Apr 2026 to now
- World Investments, Inc.Oct 2025 to Apr 2026
- Assuredpartners Investment AdvisorsOct 2024 to Apr 2026
- Pensionmark Financial Group, LLCApr 2024 to Apr 2026
- Pensionmark Securities, LLCApr 2024 to Apr 2026
- Gwfs Equities Inc.Dec 2016 to Apr 2024
- The Doyle GroupMay 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6144152
- Firm CRD
- 1137