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Current Employers
Principal Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-06-18
PA RA APPROVED 2006-11-03
  • TX RA
    APPROVED_RES
    Since 2021-06-18
  • PA RA
    APPROVED
    Since 2006-11-03

Branch Locations

9745 Seneca Trail S , Lewisburg, WV 24901 • United States

70 E Beau St Ste 800, Washington, PA 15301 • 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
Principal Securities Inc Washington PA 03/2016 Present
Jwl Wealth Management Washington PA 10/2020 Present
Principal Life Insurance Company Washington PA 08/2006 Present
  • 03/2016 → Present
    Washington, PA
  • 10/2020 → Present
    Jwl Wealth Management
    Washington, PA
  • 08/2006 → Present
    Principal Life Insurance Company
    Washington, PA
Other Businesses

**Fixed Insurance, 1001 LIBERTY AVE STE 300, PITTSBURGH, PA 15222, Life, DI, LTC, Annuities, Group Supplemental/Health, 10/18/17, Investment Related: Y, Hours Per Month: 16. **Bible Alliance Church, 1300 Mt Pleasant Rd, West Newton, PA 15089, Church Elder/Authority over Benevolent Account, 08/2017, Investment Related: N, Hours Per Month: 8. **Westmoreland County Community College; Not Investment Related; Washington, PA; Adjunct Professor; Adjunct professor. Teaching Finance, Economic, Managements, Marketing, Accounting, & Business courses offered at college; Start Date: 08/15/2019; 12 hrs per month; 12 during trading hours. **JWL WEALTH MANAGEMENT POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2024 ADDRESS: 70 E. Beau Street, Suite 800, Washington PA 15301, United States DESCRIPTION: Adding an LLC at the direction of my CPA and bookkeeper. All commissions paid will go to the LLC and then transferred to JWL Wealth Management. I will not be using the LLC for advertising purposes. I will still only operate under the DBA of JWL Wealth Management as an investment representative of Principal Securities. **AMSPIRIT POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: 57 E Chestnut St,, Washington PA 15301, United States DESCRIPTION: Chapter of a national networking organization. We meet every week at 8:00-9:15 am. A group of local business owners that meet for the soul purpose of education and referral networking. As President, I will open and run each meeting. No products are sold. I will be on the committee that approves new members. All dues are ran through the national office and zero funds are exchanged at the chapter level. **JWL WEALTH MANAGEMENT (1) POSITION: President NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2025 ADDRESS: 70 E. Beau Street, Suite 800, Washington PA 15012, United States DESCRIPTION: The associate advisor will be paying rent for his space. The cost will offset, office rent, supplies, utilities, benefits. Significantly less than the cost. This is only to help offset the cost.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-02
S63 Uniform Securities Agent State Law Examination 2000-08-11
  • S66 Uniform Combined State Law Examination
    2006-11-02
  • S63 Uniform Securities Agent State Law Examination
    2000-08-11

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