Samuel W Jensen
Investment adviser representative at Principal Securities, Inc.
12 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
12 years in the industry.
- Principal Securities, Inc.May 2025 to now
- Principal Life Insurance CompanyMay 2025 to now
- Valet LivingJun 2025 to Jun 2025
- Door DashMar 2025 to Jun 2025
- Buckeye AdvisorsApr 2022 to Feb 2025
- Builders Discount CenterAug 2021 to Apr 2022
- Brook Valley Country ClubSep 2018 to May 2019
- Vector MarketingJun 2018 to Aug 2018
- East Carolina UniversityAug 2017 to May 2021
- Chick-fil-aOct 2016 to Jun 2017
- Mount Tabor High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 8104156
- Firm CRD
- 1137