Jacob Stroh
Investment adviser representative at Principal Securities, Inc.
9 yearsExperience
2 statesRegistered 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
9 years in the industry.
- Principal Securities, Inc.Dec 2023 to now
- Principal Life Insurance CompanyDec 2023 to now
- Invictus StrategiesDec 2023 to Apr 2026
- Fbl Financial GroupJan 2023 to Nov 2023
- Fbl Marketing ServMar 2018 to Nov 2023
- Farm Bureau Financial ServicesOct 2014 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
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
- 6230094
- Firm CRD
- 1137