Jason M Folsom

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-03-06
IA	RA	APPROVED	2010-05-14

TX RA
APPROVED

Since 2021-03-06
IA RA
APPROVED

Since 2010-05-14

Branch Locations

5207 Competition Dr, Bettendorf, IA 52722 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Life Insurance Company	Bettendorf	IA	04/2010	Present
Principal Securities Inc	Bettendorf	IA	03/2016	Present

04/2010 → Present

Principal Life Insurance Company

Bettendorf, IA
03/2016 → Present

Principal Securities Inc

Bettendorf, IA

Previous Registrations

2009-06-01 → 2010-05-13

Morgan Stanley

Davenport, IA
2007-11-12 → 2009-06-01

Citigroup Global Markets Inc.

Davenport, IA
2002-02-04 → 2007-07-27

Country Trust Bank

Erie, IL

Other Businesses

**OWN RENTAL PROPERTY AT 1306 13TH AVE, STERLING, IL.**BROKER- LIFE, HEALTH, LTC, MEDICARE SUPPLEMENT, FIXED ANNUITIES EFFECTIVE DATE - 08/09/13. **FOLSOM HOLDING COMPANY LLC POSITION: Sole Member NATURE: Holding Company for other LLC's INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/12/2024 ADDRESS: 7025 CORDOVA RD, Erie IL 61250, United States DESCRIPTION: Holding company for Spring valley Carwash LLC and Cactus ranch ventures LLC. **SPRING VALLEY CAR WASH LLC POSITION: Car Wash NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2024 ADDRESS: 7025 CORDOVA RD, Erie IL 61250, United States DESCRIPTION: Spring Valley Car Wash LLC, owns and operates a car wash in spring valley IL (no other holds or activities) **CACTUS RANCH RV VENTURES LLC POSITION: Sole Member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: 7025 CORDOVA RD, Erie IL 61250, United States DESCRIPTION: Own and rent Class C RV (Airbnb for campers)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-01-28
S63	Uniform Securities Agent State Law Examination	2001-03-19

S65 Uniform Investment Adviser Law Examination

2002-01-28
S63 Uniform Securities Agent State Law Examination

2001-03-19

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD