Jesse Joseph Ickes

Current Employers

Employment History

• 08/2012 → 12/2016
  Penn State
  Altoona, PA
• 06/2016 → 01/2021
  Principal Life Insurance Company
  Altoona, PA
• 07/2016 → Present
  Principal Securities Inc
  Altoona, PA
• 01/2017 → 08/2023
  Beck Financial And Wealth Management, Llc
  Altoona, PA
• 01/2021 → Present
  Beck, Smithbower, Ickes Financial, Llc
  Altoona, PA

Other Businesses

**Fixed Insurance; Investment Related; Fixed life, fixed annuities, DI, LTC, group, health, P&C; Start Date: 1 hrs per month; during trading hours. **Altoona City Council; Not Investment Related; Altoona, PA; City Council Member; Vote on annual budget with no financial involvement. Vote on making minimum municipal obligations to the defined benefit fund, but no pension or investment related activities. Will participate on committees.; Start Date: 01/01/2020; 4 hrs per month; 0 during trading hours. **BECK, SMITHBOWER, ICKES FINANCIAL, LLC POSITION: 45% Owner & VP NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: 350 Lakemont Park Blvd., Suite 3, Altoona PA 16602, United States DESCRIPTION: I'm 45% owner of the LLC and VP. Responsible for day-to-day activities when President of LLC delegates such. LLC pays our office employee(s), handles rent and commission income from group benefits such as health insurance. Not investment related. **FIRST BAPTIST CHURCH POSITION: Trustee (Board Member) NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1209 17th Street, Altoona PA 16601, United States DESCRIPTION: Trustees serve in a leadership role of the church. We approve the annual budget and overall church operations relating to operations and capital improvements. **ALTOONA WATER AUTHORITY POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2024 ADDRESS: 900 Chestnut Avenue, Altoona PA 16602, United States DESCRIPTION: Serve as a board member in part of my duties on my previously disclosed OBA of Altoona City Council. The Altoona Water Authority is owned by the City of Altoona. 1hr/mo. For monthly scheduled board meetings. **CITY OF ALTOONA PENNSYLVANIA PLANNING COMMISSION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 1301 12th Street, Altoona PA 16601 DESCRIPTION: Part of my previously disclosed OBA for Altoona City Council, I've been appointed to be on the City of Altoona's Planning Commission. We review and made decisions for subdivision and land-development that's taking place in the City. **KIWANIS CLUB OF ALTOONA POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2025 ADDRESS: 809 Spruce Street, Hollidaysburg PA 16648 DESCRIPTION: Kiwanis Club of Altoona is a service-club that supports children within our community. I serve on the board as President Elect and will be President of the organization next year. We meet Wednesdays for lunch and fellowship along with service programs throughout the year. **FIRST BAPTIST CHURCH POSITION: Deacon NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 1209 17th Street, Altoona PA 16601 DESCRIPTION: Deacons oversee the spiritual guidance of the church working with our Pastors and church leadership to share the Gospel of Jesus Christ. **ALTOONA WATER AUTHORITY POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2024 ADDRESS: 900 Chestnut Avenue, Altoona PA 16602 DESCRIPTION: Serve as a board member in part of my duties on my previously disclosed OBA of Altoona City Council. The Altoona Water Authority is owned by the City of Altoona. 1hr/mo. For monthly scheduled board meetings. Not compensated for serving on the board and I have no check writing or involvement in any funds.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-04
• S63 Uniform Securities Agent State Law Examination
  2016-10-28