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Jamie Christine Ororke

Principal Securities, Inc.

Idaho Falls, ID

Fresno, CA

CRD 4011412

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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

AuthorityCategoryStatusDate
ID RA APPROVED 2025-10-14
CA RA APPROVED 2024-08-01
WA RA APPROVED 2023-04-06
TX RA APPROVED_RES 2022-02-17
  • ID RA
    APPROVED
    Since 2025-10-14
  • CA RA
    APPROVED
    Since 2024-08-01
  • WA RA
    APPROVED
    Since 2023-04-06
  • TX RA
    APPROVED_RES
    Since 2022-02-17

Branch Locations

Idaho Falls, ID • United States

1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • 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
OrganizationCityStateFromTo
Lpl Financial Llc (F.K.A Linsco Private Ledger) Fresno CA 08/2005 08/2018
Principal Life Insurance Company Richland WA 09/2018 Present
Principal Securities Inc Richland WA 08/2018 Present
  • 08/2005 → 08/2018
    Lpl Financial Llc (F.K.A Linsco Private Ledger)
    Fresno, CA
  • 09/2018 → Present
    Principal Life Insurance Company
    Richland, WA
  • 08/2018 → Present
    Richland, WA
Other Businesses

**Fixed Insurance; Investment Related; 1350 E Spruce Ave, Fresno, CA 93720; Agent; Life, Annuities, LTC, DI, Health; Start Date: 09/18/2018; 3 hrs per month; 3 during trading hours. **NA POSITION: RV Rental NATURE: RV Rental INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 2706 Sawgrass Loop, Richland WA 99354, United States DESCRIPTION: My husband and I have an RV that we rent out when we are not using it personally. We have it listed on 2 different RV rental websites. My husband handles all administration, scheduling and money transactions. My duties include cleaning the RV and washing linens. We get 1-2 rentals per month and the rental income that we receive goes toward our RV rental loan payment of $871. **IDAHO FALLS RESCUE MISSION POSITION: Community Advisory Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2026 ADDRESS: 840 Park Ave, Idaho Falls ID 83402, United States DESCRIPTION: As a board member, I will help review matters within its scope, provide recommendations to the executive board, care out board decisions, serve as a resource for IFRM management and staff, serve on board committees and/or subcommittees. I will meet with other board members once a month at minimum to report any activities to the other board members, as well as attend 30% of IFRM's organizational and fundraising events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
S63 Uniform Securities Agent State Law Examination 2010-07-26
  • S66 Uniform Combined State Law Examination
    2019-08-30
  • S63 Uniform Securities Agent State Law Examination
    2010-07-26
Other Names
  • Jamie C Bowen
  • Jamie Christine Davis
  • Jamie C Davis

View on SEC IAPD

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