Jeffrey M Mccloskey

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → Present
  Principal Securities Inc
  Dublin, OH
• 05/2002 → Present
  Principal Life Insurance Company
  Dublin, OH
• 03/2003 → Present
  Mccloskey Financial Group
  Dublin, OH
• 06/2014 → Present
  Insurance First Capital Llc
  Dublin, OH

Other Businesses

**INSURANCE FIRST CAPITAL, LLC; MANAGING MEMBER OF LLC. SALES OF HEALTH INSURANCE, HOME, AUTO, LIABILITY, PROPERTY, D&O AND E&O THROUGH VARIOUS CARRIERS; 06/05/2014. **Fixed Insurance; Investment Related; Dublin, OH; Agent; Fixed Life, Annuities, DI, Group, LTC, Health; Start Date: 11/24/2014; 2 hrs per month; 2 during trading hours. **JMJ CAPITAL COMPANY, LTD POSITION: Managing Member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2024 ADDRESS: 580 S High Street, Suite 150, Columbus OH 43215, United States DESCRIPTION: Investing capital as a Family Limited Partnership/LLC. Intending to participate in the following activities including but not limited to: Purchasing rental real estate. Investing in public securities portfolios through my broker dealer. Investing in limited partnerships and private debt/equity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-07-31

Designations

• Certified Financial Planner