Jeremy Richard Mcintosh
Investment adviser representative at Principal Securities, Inc.
11 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
11 years in the industry.
- Legacy Wealth Management LLCMar 2026 to now
- Principal Securities, Inc.Aug 2025 to now
- Principal Life Insurance CompanyAug 2025 to now
- UnemployedJul 2025 to Jul 2025
- The University of Iowa Tippie College of BusinessJan 2023 to Jun 2025
- SitusamcJun 2022 to Feb 2024
- DoordashAug 2020 to May 2022
- Vander VendingDec 2019 to Jul 2020
- Dick's Sporting GoodsJul 2019 to Nov 2019
- Oak Express At Furniture RowJan 2018 to Jul 2019
- Davenport Assumption High SchoolAug 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8143972
- Firm CRD
- 1137