Jesse Joseph Ickes
Investment adviser representative at Principal Securities, Inc.
14 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
14 years in the industry.
- Beck, Smithbower, Ickes Financial, LLCJan 2021 to now
- Principal Securities, Inc.Jul 2016 to now
- Beck Financial and Wealth Management, LLCJan 2017 to Aug 2023
- Principal Life Insurance CompanyJun 2016 to Jan 2021
- Penn StateAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6491944
- Firm CRD
- 1137