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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-18 |
| PA | RA | APPROVED | 2006-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
**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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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