Jillian Torluccio

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

• 09/2014 → 04/2017
  Cetera Financial Group
  El Segundo, CA
• 05/2017 → 07/2017
  Morgan Stanley
  New York, NY
• 08/2017 → 12/2020
  Jpmorgan Chase Bank Na
  New York, NY
• 10/2017 → 12/2020
  Jpmorgan Securities Llc
  New York, NY
• 12/2020 → 07/2023
  Jpmorgan Chase Bank Na
  Jersey City, NJ
• 02/2024 → Present
  Principal Life Insurance Company
  Cedar Grove, NJ
• 05/2024 → Present
  Principal Securities, Inc.
  Cedar Grove, NJ
• 07/2023 → 02/2024
  Unemployed
  Cedar Grove, NJ

Previous Registrations

• 2017-10-13 → 2023-07-04
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  Jersey City, NJ
  Jersey City, NJ
  New York, NY
  Jersey City, NJ
• 2017-07-07 → 2017-07-31
  Morgan Stanley
  New York, NY
  Purchase, NY
• 2014-09-29 → 2017-04-25
  Cetera Wealth Services, Llc
  El Segundo, CA
  El Segundo, CA
  El Segundo, CA
• 2008-02-26 → 2014-09-05
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ

Exams

• S66 Uniform Combined State Law Examination
  2008-02-23

Other Names

• Jillian White