Adam Jehad Salman
Investment adviser representative at Principal Securities, Inc.
17 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
17 years in the industry.
- Principal Securities, Inc.Mar 2024 to now
- Principal Life Insurance CompanyMar 2024 to now
- Nylife Securities LLCAug 2022 to Apr 2024
- New York LifeJun 2022 to Apr 2024
- Chase BankOct 2021 to Jul 2022
- JP Morgan Chase BankJul 2016 to Jul 2022
- JP Morgan Securities LLCJul 2016 to Jul 2022
- Ajs InvestmentsSep 2009 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6431058
- Firm CRD
- 1137