Janice W Adams
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Principal Securities, Inc.Feb 2022 to now
- Principal Life Insurance CompanyFeb 2022 to now
- Backnine InsuranceOct 2021 to Feb 2022
- Oneamerica SecuritiesNov 2018 to Feb 2022
- American United LifeSep 2017 to Feb 2022
- Ensign Financial PartnersAug 2017 to Aug 2021
- HomemakingMar 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7043156
- Firm CRD
- 1137