Jessica Lindsey Westgard Larson

Current Employers

Employment History

• 09/1999 → Present
  Principal Securities Inc
  Fargo, ND
• 08/2007 → Present
  Principal Life Insurance Company
  Fargo, ND

Other Businesses

***CONCORDIA COLLEGE, 09/2010, ADJUNCT FACULTY MEMBER- HANDBELL CHOIR DIRECTOR. ***OUTSIDE INSURANCE,06/2010,SELLING HEALTH INSURANCE THROUGH GREAT PLAINS BROKERAGE. ***St. John Foundation, Board Member, 03/16/17. ***Tri-J Partners, LLC; Not Investment Related; Fargo, ND; Co-Owner; Entity set up to manage shared leased office space and expenses associated with it. No income derived by business, pass through for rent and other expenses. Handles bookkeeping for the company; Start Date: 03/01/2018; 2 hrs per month; 2 during trading hours. ***J. Westgard Financial Services; Not Investment Related; Fargo, ND; Owner; Entity established to pay staff and payroll taxes. Name is not used as a DBA to offer investment related products.; Start Date: 01/01/2007; 2 hrs per month; 2 during trading hours. RED RIVER VALLEY ESTATE PLANNING COUNCIL POSITION: At-Large Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: PO Box 9904, Fargo ND 58106, United States DESCRIPTION: At-Large Board Member of our local Estate Planning Council. I will not have check writing capabilities or any handling of funds or investment decisions. Board's primary role is to coordinate speakers for educational events. The organization doesn't have a physical address, but all meetings are held at our local Holiday Inn. NAIFA-ND POSITION: State President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2026 ADDRESS: 4334 18th Ave S, Suite 103, Fargo ND 58103, United States DESCRIPTION: I have been elected 2026 state President for NAIFA-North Dakota. My role will involve leading board meetings, planning our state conferences and events and attending NAIFA National events such as Congressional Conference and leadership training events. NAIFA does have PAC activities, but we have a separate PAC chair on our board who will lead fundraising activities. I acknowledge that I cannot handle PAC funds or be part of the distribution process. I will be responsible for reviewing association budgets and other financial records, although I will have no direct control over bank accounts or investment accounts. NAIFA ND does have investment accounts managed by Principal, but other Principal advisors in my office are assigned to those accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-28
• S63 Uniform Securities Agent State Law Examination
  2007-03-06

Other Names

• Jessica Lindsey Westgard