Jorge Auturo Benavente

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

• 12/2004 → 12/2017
  Primerica Financial Services
  Germantown, WI
• 03/2015 → 12/2017
  Pfs Investments Inc.
  Germantown, WI
• 12/2015 → 12/2016
  Stewart - Peterson Group
  West Bend, WI
• 11/2017 → 04/2024
  Massmutual Life Insurance Company
  Wauwatosa, WI
• 12/2017 → 04/2024
  Mml Investors Services
  Wauwatosa, WI
• 04/2024 → Present
  Principal Securities, Inc.
  Wauwatosa, WI
• 04/2024 → Present
  Principal Life Insurance Company
  Wauwatosa, WI
• 01/2026 → Present
  Great Lakes Retirement Plan Consultants
  Wauwatosa, WI

Previous Registrations

• 2024-01-10 → 2024-04-23
  Mml Investors Services, Llc
  Milwaukee, WI
  Wauwatosa, WI

Other Businesses

**FIXED INSURANCE POSITION: Fixed insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/19/2024 ADDRESS: 10361 Innovation Dr Ste 300, Wauwatosa WI 53226, United States DESCRIPTION: sales of fixed insurance through various vendors including fixed life, fixed annuities, DI, long term care, group benefits, health and medical. **PANTHEON INDUSTRIES POSITION: board position NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 10361 Innovation Dr, Ste 300, Wauwatosa WI 53226, United States DESCRIPTION: Meet quarterly with board to discuss direction of non-profit and opportunities for growth and development of company. **GREAT LAKES RETIREMENT PLAN CONSULTANTS (DBA) POSITION: Bilingual Financial Advisor NATURE: life insurance and annuities, mutual funds and securities and advisor products INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2026 ADDRESS: 10361 Innovation Dr, Ste 300, Wauwatosa WI 53226, United States DESCRIPTION: Great Lakes Retirement Plan Consultants assists individuals in the financial world. i will work as a bilingual financial advisor and help individuals select proper investment and actuarial products in an effort to help them improve their financial situation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-27
• S63 Uniform Securities Agent State Law Examination
  2007-01-11