Jason Charles Reis

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

• 09/1992 → 08/2025
  Student
  Roslyn, NY
• 07/2011 → 08/2025
  Long Island Financial Group Inc
  Roslyn, NY
• 08/2025 → Present
  Principal Securities Inc
  Massapequa, NY
• 08/2025 → Present
  Principal Life Insurance Co
  Massapequa, NY

Previous Registrations

• 2024-07-09 → 2025-09-17
  Long Island Financial Group, Inc.
  Roslyn, NY

Other Businesses

**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/31/2025 ADDRESS: 7 Park Lane Place, Massapequa NY 11758, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **RENTAL PROPERTY POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2006 ADDRESS: 7 Park Lane Place, Massapequa NY 11758, United States DESCRIPTION: I own a rental property that I collect rent on a monthly basis. **JCR MANAGEMENT CORP POSITION: Owner NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2013 ADDRESS: 7 Park Lane Place, Massapequa NY 11758, United States DESCRIPTION: This is an accounting business who focus on tax preparation and bookkeeping services that I provide for clients. Some of the accounting clients are also brokerage clients who I am a registered representative for. These clients are aware and understand when I am acting in an accounting capacity and when I am acting in an investment capacity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-08
• S66 Uniform Combined State Law Examination
  2024-06-26
• S63 Uniform Securities Agent State Law Examination
  2012-01-19

Other Names

• Jason Charles Reis
• Jason Reis