Ralph Jeffrey Ulferts

Current Employers

Employment History

• 07/1998 → Present
  Principal Life Insurance Company
  Cedar Rapids, IA
• 03/2016 → Present
  Principal Securities Inc
  Cedar Rapids, IA

Other Businesses

***OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES THROUGH VARIOUS CARRIERS, 10/23/14. ***RENTAL PROPERTY, OWNER, 6/11/15. ***NAIFA, FSCP Class Moderator, 09/14/16. ***Variety Club of East Iowa; Not Investment Related; Cedar Rapids, IA 52401; Board Member; Board Member, no leadership or executive duties. One of 20 board members for the local Variety Club. No check handling, or check writing privileges. General duties of fundraising, helping at fundraising events, screening potential organizations to receive funds.; Start Date: 08/01/2019; 1 hrs per month; 1 during trading hours. A&J RENTALS, LLC POSITION: Owner NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 1406 Goldfinch Ct NE, Swisher IA 52338, United States DESCRIPTION: My spouse (Angela) and I created an LLC to place our rental properties in and filed this entity with the State of Iowa. My spouse is sole owner in the LLC but I am listed as authorized to conduct business on behalf of the LLC and our rental properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1988-11-07

Designations

Other Names

• Jeff Ulferts