Jeffrey Michael Skinner

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

• 09/2011 → 04/2017
  Minnesota Life Ins Co
  St Paul, MN
• 09/2011 → 04/2017
  Securian Financial Services, Inc
  St Paul, MN
• 09/2011 → 04/2017
  Shoemaker Financial
  Newburgh, IN
• 04/2017 → Present
  Principal Life Insurance
  Clarksville, TN
• 05/2017 → Present
  Principal Securities, Inc.
  Clarksville, TN

Previous Registrations

• 2011-11-07 → 2017-05-10
  Securian Financial Services, Inc.
  Newburgh, IN

Other Businesses

**PRINCIPAL BANK & PRINCIPAL TRUST COMPANY POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/28/2022 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer and bank/trust offerings of Principal. **VARIOUS ENTITIES POSITION: Referee NATURE: Soccer Referee INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 1245 Ridge Meadow Dr, Clarksville TN 37042, United States DESCRIPTION: Referee soccer for various organizations throughout the region. Activity would be outside business hours and is non-investment related.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-19