Jesse Thomas Zahn

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

• 08/2020 → 01/2021
  Unemployed
  Wexford, PA
• 10/2014 → 08/2020
  Wendy'S
  Wexford, PA
• 02/2021 → 08/2021
  Roger Zahn
  Pittsburgh, PA
• 08/2021 → Present
  Principal Securities Inc
  Sewickley, PA
• 01/2022 → Present
  Principal Life Insurance Company
  Sewickley, PA
• 03/2023 → Present
  Zahn Financial Services Llc
  Sewickley, PA

Other Businesses

FIXED INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/07/2022 ADDRESS: 2100 Georgetown Dr, Suite 100, Sewickley PA 15143, United States DESCRIPTION: Fixed Life and Annuities, DI, Group, Medical, LTC, and Individual and Group Health ZAHN FINANCIAL SERVICES, LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/06/2022 ADDRESS: 2490 Pleuchel Road, Sewickley PA 15143, United States DESCRIPTION: Owner, Financial advisor. Established Zahn Financial Services, LLC to form a team between Jesse Zahn and Roger Zahn. Zahn Financial Services will be used for joint expenses and payroll for private staff.

Exams

• S66 Uniform Combined State Law Examination
  2021-11-15