Jodi Michelle Detwiler

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

• 09/2009 → 06/2018
  Verizon Wireless
  Everett, WA
• 07/2018 → 09/2018
  Unemployment
  Everett, WA
• 10/2018 → 10/2019
  Axa Advisors, Llc
  New York, NY
• 10/2019 → 01/2020
  Edward Jones
  St.LOuis, MO
• 01/2020 → 09/2020
  Unemployed
  Everett, WA
• 09/2020 → Present
  Principal Life Insurance Company
  Everett, WA
• 09/2020 → Present
  Principal Securities Inc
  Everett, WA

Other Businesses

**Rental Property; Not Investment Related; Walla Walla, WA; Owner; Owns rental property and receives rental income.; Start Date: 05/01/2011; 1 hrs per month; 0 during trading hours. **Fixed Insurance; Investment Related; Everett, WA; Agent; Fixed Life, DI, LTC, Annuity, Group Benefits, Supplemental Benefits; Start Date: 09/16/2020; 20 hrs per month; 20 during trading hours. **ALLSTATE INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/22/2025 ADDRESS: 11122 20th Drive SE, Everett WA 98208, United States DESCRIPTION: Appointed with Allstate Insurance to split medical insurance business for my business clients. **BEYOND THE MEETING POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2026 ADDRESS: 1528 3rd Street, Marysville WA 98270, United States DESCRIPTION: Serving as a board member for the non-profit Beyond The Meeting. I would serve as secretary in recording meeting notes during meetings.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-21
• S63 Uniform Securities Agent State Law Examination
  2018-07-24

Other Names

• Jodi Detwiler
• Jodi Michelle Detwiler