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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-17 |
Branch Locations
9745 Seneca Trail S , Lewisburg, WV 24901 • United States
70 E Beau St Ste 800, Washington, PA 15301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Washington | PA | 09/2022 | Present |
| Principal Securities Inc | Washington | PA | 09/2022 | Present |
| Jwl Wealth Management | Washington | PA | 02/2021 | 09/2022 |
| Faber Brother's Lawn Care | Strabane | PA | 04/2012 | 09/2022 |
| Valley Brook Country Club | Canonsburg | PA | 06/2018 | 12/2020 |
| Jwl Wealth Management | Washington | PA | 01/2023 | Present |
OUTSIDE INSURANCE POSITION: Outside insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/16/2023 ADDRESS: 70 East Beau Street Suite 800, Washington PA 15301, United States DESCRIPTION: writing fixed life, DI, annuities, health, group products, LTC FABER BROTHERS' LAWN CARE POSITION: co-owner NATURE: lawncare INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2023 ADDRESS: 4002 Fellowship Drive rear, Bridgeville PA 15017, United States DESCRIPTION: I have managed a lawncare business with my brother since I was 14. We mow the yards as well and maintain a relationship with clients. I do this in evenings and/ or on weekends. I'm planning to mow for about 8 hours a week. JWL WEALTH MANAGEMENT POSITION: Clerical Duties for Jason Longnecker NATURE: Clerical Duties for Jason Longnecker INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 90 START DATE: 10/01/2023 ADDRESS: 70 East Beau Street Suite 800, WASHINGTON PA 15301-4728, United States DESCRIPTION: The advisor I work with at JWL Wealth Management, Jason Longnecker, is employing me to do group education and individual meetings with employees at 401k plans where he is the advisor. I will be a W-2 employee and will be paid a flat fee of $800 per day that I work for him. My job is to conduct group sessions and provide the option of individual meetings to employees in retirement plans that Jason Manages. I will be giving personalized financial advice. I will likely spend between 5-10 days doing this per year.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-30 |
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