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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-17
  • PA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2022 → Present
    Principal Life Insurance Company
    Washington, PA
  • 09/2022 → Present
    Washington, PA
  • 02/2021 → 09/2022
    Jwl Wealth Management
    Washington, PA
  • 04/2012 → 09/2022
    Faber Brother's Lawn Care
    Strabane, PA
  • 06/2018 → 12/2020
    Valley Brook Country Club
    Canonsburg, PA
  • 01/2023 → Present
    Jwl Wealth Management
    Washington, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
  • S66 Uniform Combined State Law Examination
    2022-12-30

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